Kings Point 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
2020
Q2
Sell
-80
Closed -$41K 467
2020
Q1
$41K Buy
+80
New +$24.4K 0.01% 297

Other funds holding SPY

Kings Point Capital Management's SPY Position: Q1 2022 in Review

Kings Point Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.2% in Q1 2022, selling an estimated $34.7K and leaving 3,412 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #89.

Kings Point Capital Management first reported a position in SPY in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.71M in Q4 2019. 3,132 funds tracked by Wall St. Rank hold SPY as of Q1 2022.

  • Kings Point Capital Management held 3,412 shares of State Street SPDR S&P 500 ETF Trust worth $1.54M as of Q1 2022.
  • Kings Point Capital Management sold 78 State Street SPDR S&P 500 ETF Trust shares in Q1 2022, an estimated $34.7K.
  • State Street SPDR S&P 500 ETF Trust made up 0.13% of Kings Point Capital Management's portfolio in Q1 2022, its #89 holding.
  • Kings Point Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 36 quarters since.
  • Kings Point Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.71M in Q4 2019.
  • 3,132 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.