Neuburgh Advisers’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
2019
Q3
$7.58M Buy
25,542
+4,136
+19% +$1.22M 0.24% 93
2019
Q2
$6.27M Buy
21,406
+16,698
+355% +$4.81M 0.2% 103
2019
Q1
$1.33M Buy
+4,708
New +$1.28M 0.05% 252
2017
Q4
Sell
-1,078
Closed -$271K 896
2017
Q3
$271K Buy
+1,078
New +$266K 0.01% 534

Other funds holding SPY

Neuburgh Advisers's SPY Position: Q3 2019 in Review

Neuburgh Advisers increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q3 2019, buying an estimated $1.22M and bringing the position to 25,542 shares worth $7.58M. The position accounts for 0.24% of the portfolio, ranked #93.

Neuburgh Advisers first reported a position in SPY in Q3 2017 and has held it in 4 quarters since. 2,157 funds tracked by Wall St. Rank hold SPY as of Q3 2019.

  • Neuburgh Advisers held 25,542 shares of State Street SPDR S&P 500 ETF Trust worth $7.58M as of Q3 2019.
  • Neuburgh Advisers bought 4,136 State Street SPDR S&P 500 ETF Trust shares in Q3 2019, an estimated $1.22M.
  • State Street SPDR S&P 500 ETF Trust made up 0.24% of Neuburgh Advisers's portfolio in Q3 2019, its #93 holding.
  • Neuburgh Advisers first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2017 and has held it in 4 quarters since.
  • 2,157 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.