Broadview Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Broadview Advisors's SPY Position: Q2 2019 in Review
Broadview Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 41% in Q2 2019, selling an estimated $454K and leaving 2,250 shares worth $659K. The position accounts for 0.2% of the portfolio, ranked #66.
Broadview Advisors first reported a position in SPY in Q4 2018 and has held it in 3 quarters since. The position peaked at $1.49M in Q4 2018. 2,140 funds tracked by Wall St. Rank hold SPY as of Q2 2019.
- Broadview Advisors held 2,250 shares of State Street SPDR S&P 500 ETF Trust worth $659K as of Q2 2019.
- Broadview Advisors sold 1,575 State Street SPDR S&P 500 ETF Trust shares in Q2 2019, an estimated $454K.
- State Street SPDR S&P 500 ETF Trust made up 0.2% of Broadview Advisors's portfolio in Q2 2019, its #66 holding.
- Broadview Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 3 quarters since.
- Broadview Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.49M in Q4 2018.
- 2,140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2019.
Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.