BKS Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
CS
BKS Advisors's SPY Position: Q1 2019 in Review
BKS Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.22% in Q1 2019, buying an estimated $2.72K and bringing the position to 4,539 shares worth $1.28M. The position accounts for 0.52% of the portfolio, ranked #56.
BKS Advisors first reported a position in SPY in Q4 2015 and has held it in 14 quarters since. The position peaked at $1.32M in Q3 2018. 2,132 funds tracked by Wall St. Rank hold SPY as of Q1 2019.
- BKS Advisors held 4,539 shares of State Street SPDR S&P 500 ETF Trust worth $1.28M as of Q1 2019.
- BKS Advisors bought 10 State Street SPDR S&P 500 ETF Trust shares in Q1 2019, an estimated $2.72K.
- State Street SPDR S&P 500 ETF Trust made up 0.52% of BKS Advisors's portfolio in Q1 2019, its #56 holding.
- BKS Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 14 quarters since.
- BKS Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.32M in Q3 2018.
- 2,132 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2019.
Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.