Huber Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Huber Financial Advisors's SPY Position: Q1 2020 in Review
Huber Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q1 2020, buying an estimated $19.8K and bringing the position to 2,478 shares worth $639K. The position accounts for 0.24% of the portfolio, ranked #53.
Huber Financial Advisors first reported a position in SPY in Q4 2017 and has held it in 10 quarters since. The position peaked at $777K in Q4 2019. 2,409 funds tracked by Wall St. Rank hold SPY as of Q1 2020.
- Huber Financial Advisors held 2,478 shares of State Street SPDR S&P 500 ETF Trust worth $639K as of Q1 2020.
- Huber Financial Advisors bought 65 State Street SPDR S&P 500 ETF Trust shares in Q1 2020, an estimated $19.8K.
- State Street SPDR S&P 500 ETF Trust made up 0.24% of Huber Financial Advisors's portfolio in Q1 2020, its #53 holding.
- Huber Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 10 quarters since.
- Huber Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $777K in Q4 2019.
- 2,409 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2020.
Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.