FMI
Fiduciary Management Inc’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-9,551
| Closed | -$2.46M | – | 72 |
|
2020
Q1 | $2.46M | Buy |
+9,551
| New | +$2.46M | 0.02% | 69 |
|
2019
Q1 | – | Sell |
-24,000
| Closed | -$6M | – | 74 |
|
2018
Q4 | $6M | Buy |
+24,000
| New | +$6M | 0.04% | 65 |
|
2018
Q1 | – | Sell |
-12,335
| Closed | -$3.29M | – | 69 |
|
2017
Q4 | $3.29M | Buy |
+12,335
| New | +$3.29M | 0.02% | 65 |
|
2016
Q1 | – | Sell |
-17,735
| Closed | -$3.62M | – | 78 |
|
2015
Q4 | $3.62M | Buy |
+17,735
| New | +$3.62M | 0.02% | 72 |
|
2015
Q1 | – | Sell |
-14,485
| Closed | -$2.98M | – | 73 |
|
2014
Q4 | $2.98M | Buy |
14,485
+11,560
| +395% | +$2.38M | 0.01% | 66 |
|
2014
Q3 | $576K | Buy |
+2,925
| New | +$576K | ﹤0.01% | 67 |
|