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

Adams Chetwood 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
2022 Q1	$2.45M	Buy	5,424 +819	+18%	+$365K	1.39%	16
2021 Q4	$2.19M	Sell	4,605 -92	-2%	-$42.2K	1.49%	16
2021 Q3	$2.02M	Buy	4,697 +6	+0.1%	+$2.65K	1.46%	18
2021 Q2	$2.01M	Buy	4,691 +2,104	+81%	+$878K	1.42%	18
2021 Q1	$1.02M	Hold	2,587	–	–	0.78%	29
2020 Q4	$967K	Sell	2,587 -6	-0.2%	-$2.13K	0.8%	26
2020 Q3	$868K	Sell	2,593 -277	-10%	-$91.8K	0.84%	27
2020 Q2	$885K	Sell	2,870 -18	-0.6%	-$5.27K	0.9%	23
2020 Q1	$845K	Sell	2,888 -20	-0.7%	-$6.1K	0.99%	20
2019 Q4	$936K	Buy	+2,908	New	+$895K	0.96%	20

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

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

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Adams Chetwood Wealth Management's SPY Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q1 2022, buying an estimated $365K and bringing the position to 5,424 shares worth $2.45M. The position accounts for 1.39% of the portfolio, ranked #16.

Adams Chetwood Wealth Management first reported a position in SPY in Q4 2019 and has held it in 10 quarters since. 3,133 funds tracked by Wall St. Rank hold SPY as of Q1 2022.

Adams Chetwood Wealth Management held 5,424 shares of State Street SPDR S&P 500 ETF Trust worth $2.45M as of Q1 2022.
Adams Chetwood Wealth Management bought 819 State Street SPDR S&P 500 ETF Trust shares in Q1 2022, an estimated $365K.
State Street SPDR S&P 500 ETF Trust made up 1.39% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #16 holding.
Adams Chetwood Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 10 quarters since.
3,133 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.