SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / SPY

Swaine & Leidel Wealth Services, LLC’s State Str Spdr S&P 500 Etf T Position

Does Swaine & Leidel Wealth Services, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 4.3K shares worth $4M (+3.28% of its 13F portfolio) as of Q1 2022, down from 10.8K shares the prior filed quarter.

Position Value
$4M
Q1 2022
Shares
4.3K
% of Portfolio
+3.28%
Quarters Held
10
currently held

Position History SPY

Reported value by quarter
Q1 ’19: $3MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ3 ’19Q4 ’19: $4MQ1 ’20: $3MQ1 ’20Q2 ’20: $4MQ3 ’20: $4MQ3 ’20Q4 ’20: $4MQ1 ’21: $4MQ1 ’21Q1 ’22: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20224.3K$4M+3.28%
Q1 202110.8K$4M+2.75%
Q4 202010.6K$4M+2.89%
Q3 202010.5K$4M+3.43%
Q2 202011.4K$4M+3.57%
Q1 202011.2K$3M+3.01%
Q4 201912.9K$4M+3.45%
Q3 201913.0K$4M+3.49%
Q2 201913.3K$4M+4.16%
Q1 201912.0K$3M+4.30%

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