Kaizen Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
SC
Kaizen Advisory's SPY Position: Q4 2018 in Review
Kaizen Advisory reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 25% in Q4 2018, selling an estimated $7.01M and leaving 76,256 shares worth $19.1M. The position accounts for 13.24% of the portfolio, ranked #1.
Kaizen Advisory first reported a position in SPY in Q4 2017 and has held it in 5 quarters since. The position peaked at $54.8M in Q1 2018. 2,199 funds tracked by Wall St. Rank hold SPY as of Q4 2018.
- Kaizen Advisory held 76,256 shares of State Street SPDR S&P 500 ETF Trust worth $19.1M as of Q4 2018.
- Kaizen Advisory sold 26,015 State Street SPDR S&P 500 ETF Trust shares in Q4 2018, an estimated $7.01M.
- State Street SPDR S&P 500 ETF Trust made up 13.24% of Kaizen Advisory's portfolio in Q4 2018, its #1 holding.
- Kaizen Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 5 quarters since.
- Kaizen Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $54.8M in Q1 2018.
- 2,199 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2018.
Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.