SEC 13F Intelligence

20/20 Capital Management, Inc. / SPY

20/20 Capital Management, Inc.’s State Str Spdr S&P 500 Etf T Position

Does 20/20 Capital Management, Inc. own State Str Spdr S&P 500 Etf T (SPY)? Yes — 31.5K shares worth $14M (+3.50% of its 13F portfolio) as of Q2 2021, up from 30.5K shares the prior filed quarter.

Position Value
$14M
Q2 2021
Shares
31.5K
% of Portfolio
+3.50%
Quarters Held
7
currently held

Position History SPY

Reported value by quarter
Q4 ’19: $12MQ4 ’19Q1 ’20: $9MQ1 ’20Q2 ’20: $10MQ2 ’20Q3 ’20: $10MQ3 ’20Q4 ’20: $12MQ4 ’20Q1 ’21: $12MQ1 ’21Q2 ’21: $14MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202131.5K$14M+3.50%
Q1 202130.5K$12M+3.51%
Q4 202030.5K$12M+3.41%
Q3 202030.5K$10M+3.85%
Q2 202030.7K$10M+3.97%
Q1 202032.6K$9M+4.21%
Q4 201935.5K$12M+4.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 20/20 Capital Management, Inc.’s full portfolio or all institutional holders of SPY.