20/20 Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

20/20 Capital Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$13.5M	Buy	31,545 +996	+3%	+$416K	3.5%	5
2021 Q1	$12.1M	Buy	30,549 +25	+0.1%	+$9.64K	3.51%	6
2020 Q4	$11.6M	Sell	30,524 -22	-0.1%	-$7.8K	3.41%	7
2020 Q3	$10.2M	Sell	30,546 -170	-0.6%	-$56.3K	3.85%	6
2020 Q2	$10.3M	Sell	30,716 -1,913	-6%	-$560K	3.97%	5
2020 Q1	$9.39M	Sell	32,629 -2,865	-8%	-$874K	4.21%	6
2019 Q4	$11.9M	Buy	+35,494	New	+$10.9M	4.78%	6

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

20/20 Capital Management's SPY Position: Q2 2021 in Review

20/20 Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.3% in Q2 2021, buying an estimated $416K and bringing the position to 31,545 shares worth $13.5M. The position accounts for 3.5% of the portfolio, ranked #5.

20/20 Capital Management first reported a position in SPY in Q4 2019 and has held it in 7 quarters since. 2,735 funds tracked by Wall St. Rank hold SPY as of Q2 2021.

20/20 Capital Management held 31,545 shares of State Street SPDR S&P 500 ETF Trust worth $13.5M as of Q2 2021.
20/20 Capital Management bought 996 State Street SPDR S&P 500 ETF Trust shares in Q2 2021, an estimated $416K.
State Street SPDR S&P 500 ETF Trust made up 3.5% of 20/20 Capital Management's portfolio in Q2 2021, its #5 holding.
20/20 Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 7 quarters since.
2,735 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.