Aevitas 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
2019
Q2
Sell
-205
Closed -$57K 304
2019
Q1
$57K Sell
205
-491
-71% -$133K 0.05% 179
2018
Q4
$174K Buy
+696
New +$188K 0.18% 101

Other funds holding SPY

Aevitas Wealth Management's SPY Position: Q2 2019 in Review

Aevitas Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2019, closing a stake of 205 shares — an estimated $57K sold.

Aevitas Wealth Management first reported a position in SPY in Q4 2018 and held it in 2 quarters. The position peaked at $174K in Q4 2018. 2,140 funds tracked by Wall St. Rank hold SPY as of Q2 2019.

  • Aevitas Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 205 State Street SPDR S&P 500 ETF Trust shares in Q2 2019, an estimated $57K.
  • Aevitas Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and held it in 2 quarters.
  • Aevitas Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $174K in Q4 2018.
  • 2,140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.