Lake Hills Wealth 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
2022
Q2
Sell
-496
Closed -$224K 37
2022
Q1
$224K Buy
496
+16
+3% +$7.12K 0.16% 37
2021
Q4
$228K Buy
+480
New +$220K 0.16% 52

Other funds holding SPY

Lake Hills Wealth Management's SPY Position: Q2 2022 in Review

Lake Hills Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2022, closing a stake of 496 shares — an estimated $224K sold.

Lake Hills Wealth Management first reported a position in SPY in Q4 2021 and held it in 2 quarters. The position peaked at $228K in Q4 2021. 3,094 funds tracked by Wall St. Rank hold SPY as of Q2 2022.

  • Lake Hills Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2022 after selling out during the quarter.
  • Lake Hills Wealth Management sold 496 State Street SPDR S&P 500 ETF Trust shares in Q2 2022, an estimated $224K.
  • Lake Hills Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and held it in 2 quarters.
  • Lake Hills Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $228K in Q4 2021.
  • 3,094 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2022.

Based on Lake Hills Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.