FormulaFolio Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
FormulaFolio Investments's SPY Position: Q2 2021 in Review
FormulaFolio Investments reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.1% in Q2 2021, selling an estimated $10.9K and leaving 488 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #85.
FormulaFolio Investments first reported a position in SPY in Q1 2015 and has held it in 24 quarters since. The position peaked at $163M in Q4 2020. 2,731 funds tracked by Wall St. Rank hold SPY as of Q2 2021.
- FormulaFolio Investments held 488 shares of State Street SPDR S&P 500 ETF Trust worth $209K as of Q2 2021.
- FormulaFolio Investments sold 26 State Street SPDR S&P 500 ETF Trust shares in Q2 2021, an estimated $10.9K.
- State Street SPDR S&P 500 ETF Trust made up 0.07% of FormulaFolio Investments's portfolio in Q2 2021, its #85 holding.
- FormulaFolio Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2015 and has held it in 24 quarters since.
- FormulaFolio Investments's State Street SPDR S&P 500 ETF Trust position peaked at $163M in Q4 2020.
- 2,731 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2021.
Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.