SEC 13F Intelligence

Truadvice, LLC / SPY

Truadvice, LLC’s State Str Spdr S&P 500 Etf T Position

Does Truadvice, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 15.0K shares worth $7M (+2.59% of its 13F portfolio) as of Q3 2023, down from 15.4K shares the prior filed quarter.

Position Value
$7M
Q3 2023
Shares
15.0K
% of Portfolio
+2.59%
Quarters Held
13
currently held

Position History SPY

Reported value by quarter
Q3 ’20: $4MQ3 ’20Q4 ’20: $4MQ1 ’21: $4MQ1 ’21Q2 ’21: $4MQ3 ’21: $3MQ3 ’21Q4 ’21: $2MQ1 ’22: $3MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $8MQ1 ’23Q2 ’23: $7MQ3 ’23: $7MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202315.0K$7M+2.59%
Q2 202315.4K$7M+2.53%
Q1 202319.6K$8M+3.22%
Q4 20225.6K$2M+1.18%
Q3 20225.1K$2M+1.10%
Q2 20224.9K$2M+1.07%
Q1 20227.2K$3M+1.67%
Q4 20213.4K$2M+1.45%
Q3 20216.8K$3M+2.90%
Q2 20219.7K$4M+0.93%
Q1 20218.6K$4M+1.07%
Q4 20209.4K$4M+1.07%
Q3 202010.6K$4M+1.48%

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