Willis Investment Counsel’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
2019
Q2
Sell
-73,600
Closed -$4.91M 123
2019
Q1
$4.91M Buy
73,600
+17,584
+31% +$4.78M 0.34% 87
2018
Q4
$14M Buy
+56,016
New +$15.1M 1.04% 44

Other funds holding SPY

Willis Investment Counsel's SPY Position: Q2 2019 in Review

Willis Investment Counsel sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2019, closing a stake of 73,600 shares — an estimated $4.91M sold.

Willis Investment Counsel first reported a position in SPY in Q4 2018 and held it in 2 quarters. The position peaked at $14M in Q4 2018. 2,140 funds tracked by Wall St. Rank hold SPY as of Q2 2019.

  • Willis Investment Counsel reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2019 after selling out during the quarter.
  • Willis Investment Counsel sold 73,600 State Street SPDR S&P 500 ETF Trust shares in Q2 2019, an estimated $4.91M.
  • Willis Investment Counsel first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and held it in 2 quarters.
  • Willis Investment Counsel's State Street SPDR S&P 500 ETF Trust position peaked at $14M in Q4 2018.
  • 2,140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2019.

Based on Willis Investment Counsel's 13F filing for Q2 2019, filed 14 Aug 2019.