Accel Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Accel Wealth 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
2023 Q2	–	Sell	-33	Closed	-$13.5K	–	763
2023 Q1	$13.5K	Hold	33	–	–	0.01%	812
2022 Q4	$12.6K	Buy	33 +8	+32%	+$3.08K	0.01%	656
2022 Q3	$9K	Hold	25	–	–	﹤0.01%	766
2022 Q2	$10K	Hold	25	–	–	0.01%	707
2022 Q1	$11K	Hold	25	–	–	0.01%	697
2021 Q4	$12K	Hold	25	–	–	0.01%	683
2021 Q3	$11K	Hold	25	–	–	0.01%	625
2021 Q2	$11K	Hold	25	–	–	0.01%	683
2021 Q1	$10K	Hold	25	–	–	0.01%	660
2020 Q4	$9K	Buy	+25	New	+$8.87K	0.01%	635

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Accel Wealth Management's SPY Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2023, closing a stake of 33 shares — an estimated $13.5K sold.

Accel Wealth Management first reported a position in SPY in Q4 2020 and held it in 10 quarters. The position peaked at $13.5K in Q1 2023. 3,300 funds tracked by Wall St. Rank hold SPY as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 33 State Street SPDR S&P 500 ETF Trust shares in Q2 2023, an estimated $13.5K.
Accel Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $13.5K in Q1 2023.
3,300 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.