Dixon Hughes Goodman Wealth Advisors’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
$4.44M Sell
9,837
-645
-6% -$287K 1.27% 13
2021
Q4
$4.98M Buy
+10,482
New +$4.81M 1.62% 10

Other funds holding SPY

Dixon Hughes Goodman Wealth Advisors's SPY Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.2% in Q1 2022, selling an estimated $287K and leaving 9,837 shares worth $4.44M. The position accounts for 1.27% of the portfolio, ranked #13.

Dixon Hughes Goodman Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 2 quarters since. The position peaked at $4.98M in Q4 2021. 3,132 funds tracked by Wall St. Rank hold SPY as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 9,837 shares of State Street SPDR S&P 500 ETF Trust worth $4.44M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 645 State Street SPDR S&P 500 ETF Trust shares in Q1 2022, an estimated $287K.
  • State Street SPDR S&P 500 ETF Trust made up 1.27% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #13 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $4.98M in Q4 2021.
  • 3,132 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.