Veritable, L.P.’s State Str Spdr S&P 500 Etf T Position
Does Veritable, L.P. own State Str Spdr S&P 500 Etf T (SPY)? Not currently — the last reported position was 1.71M shares worth $759M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.
Position Value
$759M
Q2 2023
Shares
1.71M
% of Portfolio
+11.75%
Quarters Held
18
position exited
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2023 | 1.71M | $759M | +11.75% |
| Q1 2023 | 1.73M | $707M | +11.61% |
| Q4 2022 | 1.75M | $668M | +11.43% |
| Q3 2022 | 1.78M | $635M | +12.32% |
| Q2 2022 | 1.86M | $703M | +12.67% |
| Q1 2022 | 1.86M | $842M | +12.93% |
| Q4 2021 | 1.88M | $891M | +13.19% |
| Q3 2021 | 1.93M | $829M | +13.35% |
| Q2 2021 | 1.94M | $830M | +13.29% |
| Q1 2021 | 2.07M | $821M | +13.97% |
| Q4 2020 | 2.08M | $777M | +14.27% |
| Q3 2020 | 2.17M | $725M | +14.54% |
| Q2 2020 | 2.21M | $681M | +14.72% |
| Q1 2020 | 2.30M | $593M | +14.38% |
| Q4 2019 | 2.36M | $759M | +13.97% |
| Q3 2019 | 2.41M | $714M | +13.96% |
| Q2 2019 | 2.46M | $721M | +14.34% |
| Q1 2019 | 2.45M | $692M | +13.92% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Veritable, L.P.’s full portfolio or all institutional holders of SPY.