Spotlight Asset Group, Inc. / SPY
Spotlight Asset Group, Inc.’s State Str Spdr S&P 500 Etf T Position
Does Spotlight Asset Group, Inc. own State Str Spdr S&P 500 Etf T (SPY)? Yes — 4.1K shares worth $2M (+1.55% of its 13F portfolio) as of Q2 2024, down from 4.1K shares the prior filed quarter.
Position Value
$2M
Q2 2024
Shares
4.1K
% of Portfolio
+1.55%
Quarters Held
14
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 4.1K | $2M | +1.55% |
| Q1 2024 | 4.1K | $2M | +1.54% |
| Q4 2023 | 4.1K | $2M | +1.59% |
| Q3 2023 | 4.1K | $2M | +1.59% |
| Q2 2023 | 4.1K | $2M | +1.63% |
| Q1 2023 | 4.2K | $2M | +1.57% |
| Q3 2022 | 4.2K | $2M | +1.57% |
| Q3 2021 | 5.9K | $3M | +1.27% |
| Q2 2021 | 9.2K | $4M | +1.52% |
| Q1 2021 | 9.7K | $4M | +1.44% |
| Q4 2020 | 14.7K | $5M | +2.04% |
| Q3 2020 | 9.4K | $3M | +1.23% |
| Q2 2020 | 9.9K | $3M | +1.28% |
| Q1 2020 | 9.7K | $2M | +1.32% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spotlight Asset Group, Inc.’s full portfolio or all institutional holders of SPY.