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SpiderRock Advisors’s Alerian MLP ETF AMLP Stock Holding History

SpiderRock Advisors’s Portfolio AMLP Stock Details AMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Hold
0
– -$300 – 732
2023
Q4 		– Hold
0
– – – 144
2023
Q3 		– Hold
0
– – – 28
2023
Q2 		– Hold
0
– – – 10
2023
Q1 		– Hold
0
– – – 11
2022
Q4 		– Hold
0
– – – 13
2022
Q3 		– Hold
0
– – – 14
2022
Q2 		– Hold
0
– – – 12
2017
Q2 		– Hold
0
– -$3K – 876
2017
Q1 		– Hold
0
– – – 1047

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

SpiderRock Advisors's AMLP Position: Q3 2024 in Review

SpiderRock Advisors reduced its Alerian MLP ETF (AMLP) stake by 1.2% in Q3 2024, selling an estimated $10.5K and leaving 18,753 shares worth $884K. The position accounts for 0.01% of the portfolio, ranked #500.

SpiderRock Advisors first reported a position in AMLP in Q1 2024 and has held it in 3 quarters since. The position peaked at $910K in Q2 2024. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

  • SpiderRock Advisors held 18,753 shares of Alerian MLP ETF worth $884K as of Q3 2024.
  • SpiderRock Advisors sold 222 Alerian MLP ETF shares in Q3 2024, an estimated $10.5K.
  • Alerian MLP ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #500 holding.
  • SpiderRock Advisors first reported a position in Alerian MLP ETF in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Alerian MLP ETF position peaked at $910K in Q2 2024.
  • 653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.