FMA Advisory’s SPDR NUVEEN BARCLAYS N Y MUN BD ETF INY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
$723K Buy
+31,438
New +$728K 0.45% 62
2014
Q4
$619K Buy
26,124
+9,207
+54% +$215K 0.22% 114
2014
Q3
$393K Buy
16,917
+2,308
+16% +$53.2K 0.14% 121
2014
Q2
$334K Buy
14,609
+1,207
+9% +$27.6K 0.12% 119
2014
Q1
$302K Buy
+13,402
New +$299K 0.12% 120

Other funds holding INY

FMA Advisory's INY Position: Q2 2015 in Review

FMA Advisory opened a new position in SPDR NUVEEN BARCLAYS N Y MUN BD ETF (INY) in Q2 2015: 31,438 shares worth $723K. The stake represents 0.45% of the portfolio and ranks #62 among its holdings. This is a return to the name: FMA Advisory previously reported a position in INY as recently as Q4 2014.

FMA Advisory first reported a position in INY in Q1 2014 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold INY as of Q2 2015.

  • FMA Advisory held 31,438 shares of SPDR NUVEEN BARCLAYS N Y MUN BD ETF worth $723K as of Q2 2015.
  • SPDR NUVEEN BARCLAYS N Y MUN BD ETF was a new FMA Advisory position in Q2 2015.
  • SPDR NUVEEN BARCLAYS N Y MUN BD ETF made up 0.45% of FMA Advisory's portfolio in Q2 2015, its #62 holding.
  • FMA Advisory first reported a position in SPDR NUVEEN BARCLAYS N Y MUN BD ETF in Q1 2014 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS N Y MUN BD ETF as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.