Hall Private 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
2023
Q3
Sell
-469
Closed -$208K 44
2023
Q2
$208K Sell
469
-24
-5% -$10.1K 0.11% 42
2023
Q1
$202K Buy
+493
New +$197K 0.11% 46

Other funds holding SPY

Hall Private Wealth Advisors's SPY Position: Q3 2023 in Review

Hall Private Wealth Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2023, closing a stake of 469 shares — an estimated $208K sold.

Hall Private Wealth Advisors first reported a position in SPY in Q1 2023 and held it in 2 quarters. The position peaked at $208K in Q2 2023. 3,315 funds tracked by Wall St. Rank hold SPY as of Q3 2023.

  • Hall Private Wealth Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2023 after selling out during the quarter.
  • Hall Private Wealth Advisors sold 469 State Street SPDR S&P 500 ETF Trust shares in Q3 2023, an estimated $208K.
  • Hall Private Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and held it in 2 quarters.
  • Hall Private Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $208K in Q2 2023.
  • 3,315 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.