SEC 13F Intelligence

Fieldpoint Private Securities, LLC / SPY

Fieldpoint Private Securities, LLC’s State Str Spdr S&P 500 Etf T Position

Does Fieldpoint Private Securities, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes32.0K shares worth $12M (+3.51% of its 13F portfolio) as of Q2 2022, down from 33.7K shares the prior filed quarter.

Position Value
$12M
Q2 2022
Shares
32.0K
% of Portfolio
+3.51%
Quarters Held
15
currently held

Position History SPY

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ2 ’19: $7MQ2 ’19Q3 ’19: $6MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $10MQ2 ’21Q3 ’21: $10MQ4 ’21: $12MQ4 ’21Q1 ’22: $15MQ2 ’22: $12MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202232.0K$12M+3.51%
Q1 202233.7K$15M+3.13%
Q4 202125.6K$12M+2.39%
Q3 202123.1K$10M+2.19%
Q2 202122.4K$10M+2.17%
Q1 202115.7K$6M+1.45%
Q4 202015.7K$6M+1.33%
Q3 202013.8K$5M+1.36%
Q2 202012.2K$4M+1.27%
Q1 202019.8K$5M+1.97%
Q4 201919.0K$6M+1.79%
Q3 201919.2K$6M+2.07%
Q2 201922.7K$7M+2.08%
Q1 20197.2K$2M+0.85%
Q4 20184.6K$1M+0.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fieldpoint Private Securities, LLC’s full portfolio or all institutional holders of SPY.