Belvedere Advisors’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
$4K Sell
13
-623
-98% -$179K 0.12% 26
2019
Q1
$179K Buy
+636
New +$173K 2.31% 14

Other funds holding SPY

Belvedere Advisors's SPY Position: Q2 2019 in Review

Belvedere Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 98% in Q2 2019, selling an estimated $179K and leaving 13 shares worth $4K. The position accounts for 0.12% of the portfolio, ranked #26.

Belvedere Advisors first reported a position in SPY in Q1 2019 and has held it in 2 quarters since. The position peaked at $179K in Q1 2019. 2,140 funds tracked by Wall St. Rank hold SPY as of Q2 2019.

  • Belvedere Advisors held 13 shares of State Street SPDR S&P 500 ETF Trust worth $4K as of Q2 2019.
  • Belvedere Advisors sold 623 State Street SPDR S&P 500 ETF Trust shares in Q2 2019, an estimated $179K.
  • State Street SPDR S&P 500 ETF Trust made up 0.12% of Belvedere Advisors's portfolio in Q2 2019, its #26 holding.
  • Belvedere Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $179K in Q1 2019.
  • 2,140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.