SEC 13F Intelligence

Investors Financial Group, LLC / SPY

Investors Financial Group, LLC’s State Str Spdr S&P 500 Etf T Position

Does Investors Financial Group, LLC own State Str Spdr S&P 500 Etf T (SPY)? Not currently — the last reported position was 13.6K shares worth $6M in Q4 2021; the fund’s latest 13F (Q1 2022) no longer reports it.

Position Value
$6M
Q4 2021
Shares
13.6K
% of Portfolio
+3.01%
Quarters Held
9
position exited

Position History SPY

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ2 ’20Q3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ2 ’21Q3 ’21: $6MQ4 ’21: $6MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202113.6K$6M+3.01%
Q3 202113.3K$6M+3.03%
Q2 202112.3K$5M+2.83%
Q1 202111.7K$5M+2.71%
Q4 202011.9K$4M+2.93%
Q3 20208.9K$3M+2.23%
Q2 20209.0K$3M+2.28%
Q1 20207.2K$2M+1.88%
Q4 20197.6K$2M+2.00%

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