SPIA
SPAK

Steward Partners Investment Advisory’s Defiance Next Gen SPAC Derived ETF SPAK Stock Holding History

Steward Partners Investment Advisory’s Portfolio SPAK Stock Details SPAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-500
Closed -$13.2K – 7542
2021
Q1 		$13.2K Buy
+500
New +$15.1K ﹤0.01% 2662

Other funds holding SPAK

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Steward Partners Investment Advisory's SPAK Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Defiance Next Gen SPAC Derived ETF (SPAK) in Q2 2021, closing a stake of 500 shares — an estimated $13.2K sold.

Steward Partners Investment Advisory first reported a position in SPAK in Q1 2021 and held it in 1 quarter. The position peaked at $13.2K in Q1 2021. 32 funds tracked by Wall St. Rank hold SPAK as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Defiance Next Gen SPAC Derived ETF position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 500 Defiance Next Gen SPAC Derived ETF shares in Q2 2021, an estimated $13.2K.
  • Steward Partners Investment Advisory first reported a position in Defiance Next Gen SPAC Derived ETF in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Defiance Next Gen SPAC Derived ETF position peaked at $13.2K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held Defiance Next Gen SPAC Derived ETF as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.