Azimuth Capital 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
2022
Q1
$355K Buy
785
+62
+9% +$27.6K 0.02% 274
2021
Q4
$343K Hold
723
0.01% 281
2021
Q3
$310K Sell
723
-2
-0.3% -$882 0.01% 282
2021
Q2
$310K Hold
725
0.01% 286
2021
Q1
$287K Sell
725
-350
-33% -$135K 0.01% 286
2020
Q4
$402K Sell
1,075
-40
-4% -$14.2K 0.02% 258
2020
Q3
$373K Buy
1,115
+1
+0.1% +$331 0.02% 241
2020
Q2
$344K Sell
1,114
-8,096
-88% -$2.37M 0.02% 242
2020
Q1
$2.37M Buy
9,210
+5,780
+169% +$1.76M 0.18% 148
2019
Q4
$1.1M Buy
3,430
+44
+1% +$13.5K 0.07% 203
2019
Q3
$1M Buy
3,386
+100
+3% +$29.5K 0.07% 206
2019
Q2
$963K Sell
3,286
-30
-0.9% -$8.64K 0.06% 204
2019
Q1
$937K Sell
3,316
-3,515
-51% -$955K 0.06% 208
2018
Q4
$1.71M Buy
6,831
+2,610
+62% +$704K 0.13% 168
2018
Q3
$1.23M Sell
4,221
-388
-8% -$110K 0.08% 193
2018
Q2
$1.25M Buy
4,609
+8
+0.2% +$2.16K 0.09% 187
2018
Q1
$1.21M Sell
4,601
-229
-5% -$62.5K 0.09% 187
2017
Q4
$1.29M Buy
4,830
+100
+2% +$26K 0.09% 187
2017
Q3
$1.19M Sell
4,730
-86
-2% -$21.2K 0.09% 192
2017
Q2
$1.17M Sell
4,816
-456
-9% -$109K 0.09% 191
2017
Q1
$1.24M Sell
5,272
-432
-8% -$100K 0.1% 183
2016
Q4
$1.27M Buy
5,704
+1,980
+53% +$433K 0.11% 179
2016
Q3
$806K Sell
3,724
-320
-8% -$69.2K 0.07% 203
2016
Q2
$847K Buy
4,044
+49
+1% +$10.2K 0.08% 198
2016
Q1
$821K Sell
3,995
-50
-1% -$9.76K 0.08% 188
2015
Q4
$825K Hold
4,045
0.08% 192
2015
Q3
$775K Sell
4,045
-3,275
-45% -$664K 0.08% 199
2015
Q2
$1.51M Sell
7,320
-2,040
-22% -$429K 0.15% 168
2015
Q1
$1.93M Sell
9,360
-879
-9% -$181K 0.19% 156
2014
Q4
$2.1M Buy
10,239
+2,815
+38% +$566K 0.22% 143
2014
Q3
$1.46M Buy
7,424
+768
+12% +$152K 0.16% 163
2014
Q2
$1.3M Sell
6,656
-40
-0.6% -$7.61K 0.15% 168
2014
Q1
$1.25M Buy
6,696
+20
+0.3% +$3.67K 0.15% 164
2013
Q4
$1.23M Buy
6,676
+101
+2% +$17.9K 0.15% 156
2013
Q3
$1.1M Sell
6,575
-10,800
-62% -$1.81M 0.15% 160
2013
Q2
$2.79M Buy
+17,375
New +$2.8M 0.49% 77

Other funds holding SPY

Azimuth Capital Management's SPY Position: Q1 2022 in Review

Azimuth Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.6% in Q1 2022, buying an estimated $27.6K and bringing the position to 785 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #274.

Azimuth Capital Management first reported a position in SPY in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.79M in Q2 2013. 3,132 funds tracked by Wall St. Rank hold SPY as of Q1 2022.

  • Azimuth Capital Management held 785 shares of State Street SPDR S&P 500 ETF Trust worth $355K as of Q1 2022.
  • Azimuth Capital Management bought 62 State Street SPDR S&P 500 ETF Trust shares in Q1 2022, an estimated $27.6K.
  • State Street SPDR S&P 500 ETF Trust made up 0.02% of Azimuth Capital Management's portfolio in Q1 2022, its #274 holding.
  • Azimuth Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 36 quarters since.
  • Azimuth Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.79M in Q2 2013.
  • 3,132 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.