Surevest, LLC’s State Str Spdr S&P 500 Etf T Position
Does Surevest, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 12.9K shares worth $5M (+1.25% of its 13F portfolio) as of Q3 2022, down from 13.1K shares the prior filed quarter.
Position Value
$5M
Q3 2022
Shares
12.9K
% of Portfolio
+1.25%
Quarters Held
16
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2022 | 12.9K | $5M | +1.25% |
| Q2 2022 | 13.1K | $5M | +1.29% |
| Q1 2022 | 12.8K | $6M | +1.39% |
| Q4 2021 | 12.8K | $6M | +1.44% |
| Q3 2021 | 13.9K | $6M | +1.51% |
| Q2 2021 | 12.7K | $5M | +1.41% |
| Q1 2021 | 12.7K | $5M | +1.52% |
| Q4 2020 | 12.7K | $5M | +1.58% |
| Q3 2020 | 12.7K | $4M | +1.67% |
| Q2 2020 | 12.3K | $4M | +1.67% |
| Q1 2020 | 6.1K | $2M | +0.85% |
| Q4 2019 | 8.3K | $3M | +1.14% |
| Q3 2019 | 7.9K | $2M | +1.15% |
| Q2 2019 | 7.7K | $2M | +1.17% |
| Q1 2019 | 2.5K | $698,000 | +0.43% |
| Q4 2018 | 990 | $247,000 | +0.20% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of SPY.