Julex Capital Management’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
2019
Q3
$2.09M Buy
7,054
+6,925
+5,368% +$2.05M 4.94% 12
2019
Q2
$37K Sell
129
-116
-47% -$33.4K 0.04% 23
2019
Q1
$69.2K Sell
245
-43
-15% -$11.7K 0.06% 25
2018
Q4
$71K Buy
+288
New +$77.7K 0.05% 12

Other funds holding SPY

Julex Capital Management's SPY Position: Q3 2019 in Review

Julex Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5,368% in Q3 2019, buying an estimated $2.05M and bringing the position to 7,054 shares worth $2.09M. The position accounts for 4.94% of the portfolio, ranked #12.

Julex Capital Management first reported a position in SPY in Q4 2018 and has held it in 4 quarters since. 2,159 funds tracked by Wall St. Rank hold SPY as of Q3 2019.

  • Julex Capital Management held 7,054 shares of State Street SPDR S&P 500 ETF Trust worth $2.09M as of Q3 2019.
  • Julex Capital Management bought 6,925 State Street SPDR S&P 500 ETF Trust shares in Q3 2019, an estimated $2.05M.
  • State Street SPDR S&P 500 ETF Trust made up 4.94% of Julex Capital Management's portfolio in Q3 2019, its #12 holding.
  • Julex Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 4 quarters since.
  • 2,159 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.