Claremont Financial Group’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
$553K Buy
1,233
+1,113
+928% +$496K 2.36% 7
2021
Q4
$802 Buy
+120
New +$55.1K 3.5% 7

Other funds holding SPY

Claremont Financial Group's SPY Position: Q1 2022 in Review

Claremont Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 928% in Q1 2022, buying an estimated $496K and bringing the position to 1,233 shares worth $553K. The position accounts for 2.36% of the portfolio, ranked #7.

Claremont Financial Group first reported a position in SPY in Q4 2021 and has held it in 2 quarters since. 3,132 funds tracked by Wall St. Rank hold SPY as of Q1 2022.

  • Claremont Financial Group held 1,233 shares of State Street SPDR S&P 500 ETF Trust worth $553K as of Q1 2022.
  • Claremont Financial Group bought 1,113 State Street SPDR S&P 500 ETF Trust shares in Q1 2022, an estimated $496K.
  • State Street SPDR S&P 500 ETF Trust made up 2.36% of Claremont Financial Group's portfolio in Q1 2022, its #7 holding.
  • Claremont Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 2 quarters since.
  • 3,132 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2022.

Based on Claremont Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.