Momentum Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
AWA
Momentum Advisors's SPY Position: Q4 2022 in Review
Momentum Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.6% in Q4 2022, selling an estimated $761K and leaving 28,001 shares worth $10.7M. The position accounts for 10.85% of the portfolio, ranked #2.
Momentum Advisors first reported a position in SPY in Q2 2022 and has held it in 3 quarters since. The position peaked at $11.4M in Q2 2022. 3,301 funds tracked by Wall St. Rank hold SPY as of Q4 2022.
- Momentum Advisors held 28,001 shares of State Street SPDR S&P 500 ETF Trust worth $10.7M as of Q4 2022.
- Momentum Advisors sold 1,979 State Street SPDR S&P 500 ETF Trust shares in Q4 2022, an estimated $761K.
- State Street SPDR S&P 500 ETF Trust made up 10.85% of Momentum Advisors's portfolio in Q4 2022, its #2 holding.
- Momentum Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 3 quarters since.
- Momentum Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $11.4M in Q2 2022.
- 3,301 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2022.
Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.