ParenteBeard Wealth 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
2014
Q4
Sell
-38,042
Closed -$7.5M 115
2014
Q3
$7.5M Buy
+38,042
New +$7.52M 3.14% 11

Other funds holding SPY

ParenteBeard Wealth Management's SPY Position: Q4 2014 in Review

ParenteBeard Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2014, closing a stake of 38,042 shares — an estimated $7.5M sold.

ParenteBeard Wealth Management first reported a position in SPY in Q3 2014 and held it in 1 quarter. The position peaked at $7.5M in Q3 2014. 1,440 funds tracked by Wall St. Rank hold SPY as of Q4 2014.

  • ParenteBeard Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 38,042 State Street SPDR S&P 500 ETF Trust shares in Q4 2014, an estimated $7.5M.
  • ParenteBeard Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2014 and held it in 1 quarter.
  • ParenteBeard Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $7.5M in Q3 2014.
  • 1,440 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.