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SpiderRock Advisors’s Eaton ETN Stock Holding History

SpiderRock Advisors’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.02M Buy
9,100
+7,800
+600% +$2.38M 0.05% 236
2024
Q2 		$408K Buy
+1,300
New +$420K 0.01% 612
2024
Q1 		– Hold
0
– -$610 – 734
2023
Q4 		– Hold
0
– – – 120
2017
Q3 		– Hold
0
– -$1K – 770
2017
Q2 		– Hold
0
– – – 798
2017
Q1 		– Hold
0
– – – 624

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SpiderRock Advisors's ETN Position: Q3 2024 in Review

SpiderRock Advisors increased its Eaton (ETN) stake by 50% in Q3 2024, buying an estimated $2.97M and bringing the position to 29,344 shares worth $9.73M. The position accounts for 0.15% of the portfolio, ranked #105.

SpiderRock Advisors first reported a position in ETN in Q1 2024 and has held it in 3 quarters since. 2,123 funds tracked by Wall St. Rank hold ETN as of Q3 2024.

  • SpiderRock Advisors held 29,344 shares of Eaton worth $9.73M as of Q3 2024.
  • SpiderRock Advisors bought 9,734 Eaton shares in Q3 2024, an estimated $2.97M.
  • Eaton made up 0.15% of SpiderRock Advisors's portfolio in Q3 2024, its #105 holding.
  • SpiderRock Advisors first reported a position in Eaton in Q1 2024 and has held it in 3 quarters since.
  • 2,123 funds tracked by Wall St. Rank held Eaton as of Q3 2024.

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