Spinnaker Investment Group’s Nationwide S&P 500 Risk Managed Income ETF NSPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-509,805
Closed -$9.9M 90
2022
Q4
$9.9M Sell
509,805
-77,499
-13% -$1.52M 3.52% 9
2022
Q3
$11.5M Sell
587,304
-7,225
-1% -$154K 4.5% 9
2022
Q2
$12.8M Sell
594,529
-38,993
-6% -$883K 5.23% 7
2022
Q1
$15M Buy
633,522
+531,326
+520% +$12.6M 4.87% 8
2021
Q4
$2.48M Buy
+102,196
New +$2.57M 0.87% 20

Other funds holding NSPI

Spinnaker Investment Group's NSPI Position: Q1 2023 in Review

Spinnaker Investment Group sold out of Nationwide S&P 500 Risk Managed Income ETF (NSPI) in Q1 2023, closing a stake of 509,805 shares — an estimated $9.9M sold.

Spinnaker Investment Group first reported a position in NSPI in Q4 2021 and held it in 5 quarters. The position peaked at $15M in Q1 2022. 6 funds tracked by Wall St. Rank hold NSPI as of Q1 2023.

  • Spinnaker Investment Group reported no remaining Nationwide S&P 500 Risk Managed Income ETF position as of Q1 2023 after selling out during the quarter.
  • Spinnaker Investment Group sold 509,805 Nationwide S&P 500 Risk Managed Income ETF shares in Q1 2023, an estimated $9.9M.
  • Spinnaker Investment Group first reported a position in Nationwide S&P 500 Risk Managed Income ETF in Q4 2021 and held it in 5 quarters.
  • Spinnaker Investment Group's Nationwide S&P 500 Risk Managed Income ETF position peaked at $15M in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Nationwide S&P 500 Risk Managed Income ETF as of Q1 2023.

Based on Spinnaker Investment Group's 13F filing for Q1 2023, filed 13 Apr 2023.