Urban Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$136K Buy
+361
New +$148K 0.46% 50
2020
Q4
$662K Buy
+1,770
New +$628K 0.55% 45

Other funds holding SPY

Urban Wealth Management's SPY Position: Q2 2022 in Review

Urban Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2022: 361 shares worth $136K. The stake represents 0.46% of the portfolio and ranks #50 among its holdings. This is a return to the name: Urban Wealth Management previously reported a position in SPY as recently as Q4 2020.

Urban Wealth Management first reported a position in SPY in Q4 2020 and has held it in 2 quarters since. The position peaked at $662K in Q4 2020. 3,094 funds tracked by Wall St. Rank hold SPY as of Q2 2022.

  • Urban Wealth Management held 361 shares of State Street SPDR S&P 500 ETF Trust worth $136K as of Q2 2022.
  • State Street SPDR S&P 500 ETF Trust was a new Urban Wealth Management position in Q2 2022.
  • State Street SPDR S&P 500 ETF Trust made up 0.46% of Urban Wealth Management's portfolio in Q2 2022, its #50 holding.
  • Urban Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 2 quarters since.
  • Urban Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $662K in Q4 2020.
  • 3,094 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.