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

Arbor 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	$252K	Buy	531 +34	+7%	+$15.6K	0.06%	53
2021 Q3	$213K	Buy	497 +1	+0.2%	+$441	0.05%	48
2021 Q2	$213K	Buy	+496	New	+$207K	0.05%	50
2019 Q3	–	Sell	-1,036	Closed	-$304K	–	175
2019 Q2	$304K	Buy	1,036 +770	+289%	+$222K	0.16%	49
2019 Q1	$75K	Hold	266	–	–	0.05%	71
2018 Q4	$66K	Buy	+266	New	+$71.7K	0.06%	69

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 $115B AUM 41.58% 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 $303B AUM 53.02% 1-Year Est. Return

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

Arbor Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.8% in Q4 2021, buying an estimated $15.6K and bringing the position to 531 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #53.

Arbor Wealth Management first reported a position in SPY in Q4 2018 and has held it in 6 quarters since. The position peaked at $304K in Q2 2019. 3,171 funds tracked by Wall St. Rank hold SPY as of Q4 2021.

Arbor Wealth Management held 531 shares of State Street SPDR S&P 500 ETF Trust worth $252K as of Q4 2021.
Arbor Wealth Management bought 34 State Street SPDR S&P 500 ETF Trust shares in Q4 2021, an estimated $15.6K.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Arbor Wealth Management's portfolio in Q4 2021, its #53 holding.
Arbor Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 6 quarters since.
Arbor Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $304K in Q2 2019.
3,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2021.

Based on Arbor Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.