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

Altavista 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
2021 Q4	$948K	Hold	1,995	–	–	0.19%	89
2021 Q3	$856K	Buy	1,995 +3	+0.2%	+$1.32K	0.19%	87
2021 Q2	$853K	Buy	1,992 +20	+1%	+$8.35K	0.19%	87
2021 Q1	$782K	Hold	1,972	–	–	0.19%	87
2020 Q4	$737K	Hold	1,972	–	–	0.19%	88
2020 Q3	$660K	Buy	1,972 +23	+1%	+$7.62K	0.18%	82
2020 Q2	$601K	Hold	1,949	–	–	0.17%	86
2020 Q1	$502K	Hold	1,949	–	–	0.17%	91
2019 Q4	$627K	Buy	1,949 +2	+0.1%	+$616	0.19%	89
2019 Q3	$578K	Hold	1,947	–	–	0.18%	92
2019 Q2	$570K	Hold	1,947	–	–	0.18%	89
2019 Q1	$550K	Hold	1,947	–	–	0.19%	96
2018 Q4	$487K	Hold	1,947	–	–	0.2%	94
2018 Q3	$566K	Sell	1,947 -335	-15%	-$95.4K	0.21%	90
2018 Q2	$619K	Buy	2,282 +335	+17%	+$90.5K	0.25%	85
2018 Q1	$512K	Sell	1,947 -187	-9%	-$51K	0.22%	89
2017 Q4	$569K	Sell	2,134 -37	-2%	-$9.62K	0.24%	83
2017 Q3	$545K	Hold	2,171	–	–	0.26%	77
2017 Q2	$525K	Hold	2,171	–	–	0.26%	77
2017 Q1	$512K	Buy	+2,171	New	+$504K	0.26%	75
2016 Q1	–	Sell	-1,075	Closed	-$219K	–	124
2015 Q4	$219K	Buy	+1,075	New	+$221K	0.13%	113

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

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

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

Altavista Wealth Management's SPY Position: Q4 2021 in Review

Altavista Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2021 at 1,995 shares worth $948K. The position accounts for 0.19% of the portfolio, ranked #89.

Altavista Wealth Management first reported a position in SPY in Q4 2015 and has held it in 21 quarters since. 3,171 funds tracked by Wall St. Rank hold SPY as of Q4 2021.

Altavista Wealth Management held 1,995 shares of State Street SPDR S&P 500 ETF Trust worth $948K as of Q4 2021.
Altavista Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2021.
State Street SPDR S&P 500 ETF Trust made up 0.19% of Altavista Wealth Management's portfolio in Q4 2021, its #89 holding.
Altavista Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 21 quarters since.
3,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.