Daniel L. Goodwin’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
2015
Q2
Sell
-5,600
Closed -$1.16M 118
2015
Q1
$1.16M Buy
5,600
+5,300
+1,767% +$1.09M 0.26% 27
2014
Q4
$62K Buy
+300
New +$60.3K 0.01% 121

Other funds holding SPY

Daniel L. Goodwin's SPY Position: Q3 2023 in Review

Daniel L. Goodwin increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9% in Q3 2023, buying an estimated $926K and bringing the position to 25,168 shares worth $10.8M. The position accounts for 5.2% of the portfolio, ranked #2.

Daniel L. Goodwin first reported a position in SPY in Q3 2015 and has held it in 23 quarters since. The position peaked at $11.1M in Q1 2022. 3,315 funds tracked by Wall St. Rank hold SPY as of Q3 2023.

  • Daniel L. Goodwin held 25,168 shares of State Street SPDR S&P 500 ETF Trust worth $10.8M as of Q3 2023.
  • Daniel L. Goodwin bought 2,081 State Street SPDR S&P 500 ETF Trust shares in Q3 2023, an estimated $926K.
  • State Street SPDR S&P 500 ETF Trust made up 5.2% of Daniel L. Goodwin's portfolio in Q3 2023, its #2 holding.
  • Daniel L. Goodwin first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2015 and has held it in 23 quarters since.
  • Daniel L. Goodwin's State Street SPDR S&P 500 ETF Trust position peaked at $11.1M in Q1 2022.
  • 3,315 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.