AJ Wealth Strategies’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
AJ Wealth Strategies's SPY Position: Q2 2023 in Review
AJ Wealth Strategies increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q2 2023, buying an estimated $422K and bringing the position to 88,385 shares worth $39.2M. The position accounts for 1.89% of the portfolio, ranked #15.
AJ Wealth Strategies first reported a position in SPY in Q4 2016 and has held it in 27 quarters since. The position peaked at $71.9M in Q1 2022. 3,299 funds tracked by Wall St. Rank hold SPY as of Q2 2023.
- AJ Wealth Strategies held 88,385 shares of State Street SPDR S&P 500 ETF Trust worth $39.2M as of Q2 2023.
- AJ Wealth Strategies bought 1,005 State Street SPDR S&P 500 ETF Trust shares in Q2 2023, an estimated $422K.
- State Street SPDR S&P 500 ETF Trust made up 1.89% of AJ Wealth Strategies's portfolio in Q2 2023, its #15 holding.
- AJ Wealth Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 27 quarters since.
- AJ Wealth Strategies's State Street SPDR S&P 500 ETF Trust position peaked at $71.9M in Q1 2022.
- 3,299 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2023.
Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.