CA Family Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
CA Family Wealth's SPY Position: Q1 2020 in Review
CA Family Wealth held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2020 at 1,275 shares worth $329K. The position accounts for 0.35% of the portfolio, ranked #17.
CA Family Wealth first reported a position in SPY in Q4 2019 and has held it in 2 quarters since. The position peaked at $410K in Q4 2019. 2,408 funds tracked by Wall St. Rank hold SPY as of Q1 2020.
- CA Family Wealth held 1,275 shares of State Street SPDR S&P 500 ETF Trust worth $329K as of Q1 2020.
- CA Family Wealth left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2020.
- State Street SPDR S&P 500 ETF Trust made up 0.35% of CA Family Wealth's portfolio in Q1 2020, its #17 holding.
- CA Family Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 2 quarters since.
- CA Family Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $410K in Q4 2019.
- 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2020.
Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.