Sargent Bickham Lagudis’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
AWA
Sargent Bickham Lagudis's SPY Position: Q4 2022 in Review
Sargent Bickham Lagudis reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.3% in Q4 2022, selling an estimated $4.81M and leaving 185,043 shares worth $70.8M. The position accounts for 5.8% of the portfolio, ranked #2.
Sargent Bickham Lagudis first reported a position in SPY in Q1 2016 and has held it in 28 quarters since. The position peaked at $84M in Q1 2022. 3,301 funds tracked by Wall St. Rank hold SPY as of Q4 2022.
- Sargent Bickham Lagudis held 185,043 shares of State Street SPDR S&P 500 ETF Trust worth $70.8M as of Q4 2022.
- Sargent Bickham Lagudis sold 12,506 State Street SPDR S&P 500 ETF Trust shares in Q4 2022, an estimated $4.81M.
- State Street SPDR S&P 500 ETF Trust made up 5.8% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #2 holding.
- Sargent Bickham Lagudis first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2016 and has held it in 28 quarters since.
- Sargent Bickham Lagudis's State Street SPDR S&P 500 ETF Trust position peaked at $84M in Q1 2022.
- 3,301 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2022.
Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.