Intercontinental Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Intercontinental Wealth Advisors's SPY Position: Q2 2023 in Review
Intercontinental Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.7% in Q2 2023, buying an estimated $2.51M and bringing the position to 95,724 shares worth $42.4M. The position accounts for 10.13% of the portfolio, ranked #1.
Intercontinental Wealth Advisors first reported a position in SPY in Q4 2015 and has held it in 31 quarters since. The position peaked at $90.8M in Q3 2021. 3,300 funds tracked by Wall St. Rank hold SPY as of Q2 2023.
- Intercontinental Wealth Advisors held 95,724 shares of State Street SPDR S&P 500 ETF Trust worth $42.4M as of Q2 2023.
- Intercontinental Wealth Advisors bought 5,982 State Street SPDR S&P 500 ETF Trust shares in Q2 2023, an estimated $2.51M.
- State Street SPDR S&P 500 ETF Trust made up 10.13% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #1 holding.
- Intercontinental Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 31 quarters since.
- Intercontinental Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $90.8M in Q3 2021.
- 3,300 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2023.
Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.