Ahrens Investment Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Ahrens Investment Partners’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
2020 Q4	–	Sell	-1,500	Closed	-$27K	–	206
2020 Q3	$27K	Sell	1,500 -7,618	-84%	-$2.52M	0.02%	168
2020 Q2	$1.32M	Buy	+9,118	New	+$2.67M	0.8%	36

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ahrens Investment Partners's SPY Position: Q1 2023 in Review

Ahrens Investment Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 50% in Q1 2023, selling an estimated $628K and leaving 1,587 shares worth $650K. The position accounts for 0.32% of the portfolio, ranked #59.

Ahrens Investment Partners first reported a position in SPY in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.26M in Q2 2020. 3,254 funds tracked by Wall St. Rank hold SPY as of Q1 2023.

Ahrens Investment Partners held 1,587 shares of State Street SPDR S&P 500 ETF Trust worth $650K as of Q1 2023.
Ahrens Investment Partners sold 1,574 State Street SPDR S&P 500 ETF Trust shares in Q1 2023, an estimated $628K.
State Street SPDR S&P 500 ETF Trust made up 0.32% of Ahrens Investment Partners's portfolio in Q1 2023, its #59 holding.
Ahrens Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 23 quarters since.
Ahrens Investment Partners's State Street SPDR S&P 500 ETF Trust position peaked at $1.26M in Q2 2020.
3,254 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.