Appropriate Balance Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
BA
Appropriate Balance Financial Services's SPY Position: Q3 2017 in Review
Appropriate Balance Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.9% in Q3 2017, buying an estimated $274K and bringing the position to 23,923 shares worth $95.2K. The position accounts for 4.73% of the portfolio, ranked #9.
Appropriate Balance Financial Services first reported a position in SPY in Q4 2015 and has held it in 8 quarters since. The position peaked at $23.1M in Q4 2015. 1,662 funds tracked by Wall St. Rank hold SPY as of Q3 2017.
- Appropriate Balance Financial Services held 23,923 shares of State Street SPDR S&P 500 ETF Trust worth $95.2K as of Q3 2017.
- Appropriate Balance Financial Services bought 1,111 State Street SPDR S&P 500 ETF Trust shares in Q3 2017, an estimated $274K.
- State Street SPDR S&P 500 ETF Trust made up 4.73% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #9 holding.
- Appropriate Balance Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 8 quarters since.
- Appropriate Balance Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $23.1M in Q4 2015.
- 1,662 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2017.
Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.