Adams Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-14,590
Closed -$5.97M 108
2023
Q1
$5.97M Buy
+14,590
New +$5.82M 1.93% 12
2021
Q3
Sell
-4,000
Closed -$1.71M 88
2021
Q2
$1.71M Buy
+4,000
New +$1.67M 0.73% 15

Other funds holding SPY

Adams Wealth Management's SPY Position: Q2 2023 in Review

Adams Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2023, closing a stake of 14,590 shares — an estimated $5.97M sold.

Adams Wealth Management first reported a position in SPY in Q2 2021 and held it in 2 quarters. The position peaked at $5.97M in Q1 2023. 3,300 funds tracked by Wall St. Rank hold SPY as of Q2 2023.

  • Adams Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2023 after selling out during the quarter.
  • Adams Wealth Management sold 14,590 State Street SPDR S&P 500 ETF Trust shares in Q2 2023, an estimated $5.97M.
  • Adams Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and held it in 2 quarters.
  • Adams Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $5.97M in Q1 2023.
  • 3,300 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2023.

Based on Adams Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.