Long Wharf Investors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
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Long Wharf Investors's SPY Position: Q2 2014 in Review
Long Wharf Investors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q2 2014, selling an estimated $32.3K and leaving 12,048 shares worth $2.36M. The position accounts for 1.85% of the portfolio, ranked #10.
Long Wharf Investors first reported a position in SPY in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.4M in Q2 2013. 1,213 funds tracked by Wall St. Rank hold SPY as of Q2 2014.
- Long Wharf Investors held 12,048 shares of State Street SPDR S&P 500 ETF Trust worth $2.36M as of Q2 2014.
- Long Wharf Investors sold 170 State Street SPDR S&P 500 ETF Trust shares in Q2 2014, an estimated $32.3K.
- State Street SPDR S&P 500 ETF Trust made up 1.85% of Long Wharf Investors's portfolio in Q2 2014, its #10 holding.
- Long Wharf Investors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 5 quarters since.
- Long Wharf Investors's State Street SPDR S&P 500 ETF Trust position peaked at $2.4M in Q2 2013.
- 1,213 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2014.
Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.