$68.7 Million is the total value of SUTTON PLACE INVESTORS LLC's 65 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FUMB | Exit | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $0 | – | -10,673 | -100.0% | -0.26% | – |
VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -947 | -100.0% | -0.26% | – |
SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -4,629 | -100.0% | -0.26% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -81 | -100.0% | -0.28% | – |
COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -6,515 | -100.0% | -0.32% | – |
AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -2,688 | -100.0% | -0.33% | – |
FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -2,552 | -100.0% | -0.34% | – |
RWR | Exit | SPDR SER TRdj reit etf | $0 | – | -2,446 | -100.0% | -0.35% | – |
IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -3,269 | -100.0% | -0.36% | – |
SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -9,425 | -100.0% | -0.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 10.2% |
SPDR SER TR | 11 | Q2 2024 | 8.8% |
ISHARES TR | 11 | Q2 2024 | 9.3% |
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 5.4% |
SELECT SECTOR SPDR TR | 11 | Q2 2024 | 3.7% |
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 4.0% |
ISHARES TR | 11 | Q2 2024 | 3.5% |
ISHARES TR | 11 | Q2 2024 | 2.4% |
FIRST TR EXCH TRADED FD III | 11 | Q2 2024 | 3.0% |
ISHARES TR | 11 | Q2 2024 | 2.3% |
View SUTTON PLACE INVESTORS LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-05 |
13F-HR | 2024-07-18 |
13F-HR | 2024-04-22 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-25 |
13F-HR | 2023-08-01 |
13F-HR | 2023-05-15 |
13F-HR | 2023-01-25 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
View SUTTON PLACE INVESTORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.