Waddell & Reed Financial’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,294
| Closed | -$513K | – | 571 |
|
|
2016
Q4 | $513K | Buy |
+2,294
| New | +$513K | ﹤0.01% | 552 |
|
|
2016
Q1 | – | Sell |
-5,821
| Closed | -$1.19M | – | 623 |
|
|
2015
Q4 | $1.19M | Buy |
+5,821
| New | +$1.19M | ﹤0.01% | 607 |
|
|
2015
Q1 | – | Sell |
-1,706
| Closed | -$351K | – | 588 |
|
|
2014
Q4 | $351K | Buy |
+1,706
| New | +$351K | ﹤0.01% | 554 |
|