Madison Scottsdale’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
2013
Q4
$32.1M Buy
173,708
+2,950
+2% +$522K 29.41% 1
2013
Q3
$28.7M Sell
170,758
-2,341
-1% -$392K 27.6% 1
2013
Q2
$27.7M Buy
+173,099
New +$27.9M 27.44% 1

Other funds holding SPY

Madison Scottsdale's SPY Position: Q4 2013 in Review

Madison Scottsdale increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q4 2013, buying an estimated $522K and bringing the position to 173,708 shares worth $32.1M. The position accounts for 29.41% of the portfolio, ranked #1.

Madison Scottsdale first reported a position in SPY in Q2 2013 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold SPY as of Q4 2013.

  • Madison Scottsdale held 173,708 shares of State Street SPDR S&P 500 ETF Trust worth $32.1M as of Q4 2013.
  • Madison Scottsdale bought 2,950 State Street SPDR S&P 500 ETF Trust shares in Q4 2013, an estimated $522K.
  • State Street SPDR S&P 500 ETF Trust made up 29.41% of Madison Scottsdale's portfolio in Q4 2013, its #1 holding.
  • Madison Scottsdale first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 3 quarters since.
  • 1,211 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2013.

Based on Madison Scottsdale's 13F filing for Q4 2013, filed 12 Feb 2014.