SEC 13F Intelligence

Dixon Hughes Goodman Wealth Advisors LLC / SPY

Dixon Hughes Goodman Wealth Advisors LLC’s State Str Spdr S&P 500 Etf T Position

Does Dixon Hughes Goodman Wealth Advisors LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes9.8K shares worth $4M (+1.27% of its 13F portfolio) as of Q1 2022, down from 10.5K shares the prior filed quarter.

Position Value
$4M
Q1 2022
Shares
9.8K
% of Portfolio
+1.27%
Quarters Held
2
currently held

Position History SPY

Reported value by quarter
Q4 ’21: $5MQ4 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20229.8K$4M+1.27%
Q4 202110.5K$5M+1.62%

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