Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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ACWM
Adams Chetwood Wealth Management’s
State Street SPDR S&P 500 ETF Trust
SPY
Stock Holding History
Adams Chetwood Wealth Management’s Portfolio
SPY Stock Details
SPY Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
$2.45M
Buy
2021
Q4
$2.19M
Sell
2021
Q3
$2.02M
Buy
2021
Q2
$2.01M
Buy
2021
Q1
$1.02M
Hold
2020
Q4
$967K
Sell
2020
Q3
$868K
Sell
2020
Q2
$885K
Sell
2020
Q1
$845K
Sell
2019
Q4
$936K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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