SEC 13F Intelligence

Asset Management Corp /Il/ /Adv / SPY

Asset Management Corp /Il/ /Adv’s State Str Spdr S&P 500 Etf T Position

Does Asset Management Corp /Il/ /Adv own State Str Spdr S&P 500 Etf T (SPY)? Yes30.4K shares worth $12M (+9.74% of its 13F portfolio) as of Q1 2023, up from 6.7K shares the prior filed quarter.

Position Value
$12M
Q1 2023
Shares
30.4K
% of Portfolio
+9.74%
Quarters Held
13
currently held

Position History SPY

Reported value by quarter
Q1 ’20: $3MQ1 ’20Q2 ’20: $3MQ3 ’20: $846,000Q3 ’20Q4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $1MQ3 ’21: $1MQ3 ’21Q4 ’21: $835,000Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $3MQ1 ’23: $12MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202330.4K$12M+9.74%
Q4 20226.7K$3M+2.14%
Q3 20227.0K$2M+1.49%
Q2 20225.2K$2M+1.26%
Q1 20224.3K$2M+0.96%
Q4 20211.8K$835,000+0.41%
Q3 20212.7K$1M+0.59%
Q2 20212.9K$1M+0.72%
Q1 20215.0K$2M+0.85%
Q4 20205.2K$2M+1.09%
Q3 20202.5K$846,000+0.51%
Q2 202010.0K$3M+1.96%
Q1 202011.2K$3M+2.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Asset Management Corp /Il/ /Adv’s full portfolio or all institutional holders of SPY.