IAM Advisory’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
2021
Q3
– Sell
-1,554
Closed -$665K – 99
2021
Q2
$665K Buy
+1,554
New +$649K 0.09% 32

Other funds holding SPY

IAM Advisory's SPY Position: Q3 2021 in Review

IAM Advisory sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2021, closing a stake of 1,554 shares — an estimated $665K sold.

IAM Advisory first reported a position in SPY in Q2 2021 and held it in 1 quarter. The position peaked at $665K in Q2 2021. 2,749 funds tracked by Wall St. Rank hold SPY as of Q3 2021.

  • IAM Advisory reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 1,554 State Street SPDR S&P 500 ETF Trust shares in Q3 2021, an estimated $665K.
  • IAM Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $665K in Q2 2021.
  • 2,749 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.