Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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SPIA
ASPY
Steward Partners Investment Advisory’s
ASYMmetric Smart S&P 500 ETF
ASPY
Stock Holding History
Steward Partners Investment Advisory’s Portfolio
ASPY Stock Details
ASPY Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-2,140
Closed
-$54.5K
–
3625
2023
Q3
$54.5K
Hold
2,140
–
–
﹤0.01%
1871
2023
Q2
$56K
Hold
2,140
–
–
﹤0.01%
1830
2023
Q1
$56K
Hold
2,140
–
–
﹤0.01%
1820
2022
Q4
$56.4K
Buy
+2,140
New
+$56.4K
﹤0.01%
1787
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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