Lagoda Investment 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
2015
Q1
Sell
-1,563
Closed -$321K 44
2014
Q4
$321K Buy
+1,563
New +$314K 0.09% 26

Other funds holding SPY

Lagoda Investment Management's SPY Position: Q1 2015 in Review

Lagoda Investment Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2015, closing a stake of 1,563 shares — an estimated $321K sold.

Lagoda Investment Management first reported a position in SPY in Q4 2014 and held it in 1 quarter. The position peaked at $321K in Q4 2014. 1,379 funds tracked by Wall St. Rank hold SPY as of Q1 2015.

  • Lagoda Investment Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2015 after selling out during the quarter.
  • Lagoda Investment Management sold 1,563 State Street SPDR S&P 500 ETF Trust shares in Q1 2015, an estimated $321K.
  • Lagoda Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and held it in 1 quarter.
  • Lagoda Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $321K in Q4 2014.
  • 1,379 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2015.

Based on Lagoda Investment Management's 13F filing for Q1 2015, filed 15 May 2015.