FinTrust Capital 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
2024
Q3
Hold
0
129

Other funds holding SPY

FinTrust Capital Advisors's SPY Position: Q3 2024 in Review

FinTrust Capital Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q3 2024, buying an estimated $16.6K and bringing the position to 2,252 shares worth $1.29M. The position accounts for 0.22% of the portfolio, ranked #102.

FinTrust Capital Advisors first reported a position in SPY in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.26M in Q3 2023. 3,793 funds tracked by Wall St. Rank hold SPY as of Q3 2024.

  • FinTrust Capital Advisors held 2,252 shares of State Street SPDR S&P 500 ETF Trust worth $1.29M as of Q3 2024.
  • FinTrust Capital Advisors bought 30 State Street SPDR S&P 500 ETF Trust shares in Q3 2024, an estimated $16.6K.
  • State Street SPDR S&P 500 ETF Trust made up 0.22% of FinTrust Capital Advisors's portfolio in Q3 2024, its #102 holding.
  • FinTrust Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.26M in Q3 2023.
  • 3,793 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.