Mid Atlantic Financial 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
2021
Q3
Sell
-200
Closed -$2K 966
2021
Q2
$2K Buy
+200
New +$83.5K ﹤0.01% 922
2020
Q3
Sell
-200
Closed -$1K 792
2020
Q2
$1K Buy
+200
New +$58.5K ﹤0.01% 746

Other funds holding SPY

Mid Atlantic Financial Management's SPY Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q3 2021, buying an estimated $557K and bringing the position to 115,004 shares worth $49.4M. The position accounts for 3.3% of the portfolio, ranked #2.

Mid Atlantic Financial Management first reported a position in SPY in Q4 2018 and has held it in 12 quarters since. 2,745 funds tracked by Wall St. Rank hold SPY as of Q3 2021.

  • Mid Atlantic Financial Management held 115,004 shares of State Street SPDR S&P 500 ETF Trust worth $49.4M as of Q3 2021.
  • Mid Atlantic Financial Management bought 1,262 State Street SPDR S&P 500 ETF Trust shares in Q3 2021, an estimated $557K.
  • State Street SPDR S&P 500 ETF Trust made up 3.3% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #2 holding.
  • Mid Atlantic Financial Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 12 quarters since.
  • 2,745 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.