Arden Trust’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Arden Trust’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
2016 Q3	–	Sell	-3,600	Closed	-$754	–	480
2016 Q2	$754	Hold	3,600	–	–	0.06%	295
2016 Q1	$740K	Buy	3,600 +1,200	+50%	+$234K	0.06%	302
2015 Q4	$489K	Buy	+2,400	New	+$493K	0.04%	377

Other funds holding SPY

LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arden Trust's SPY Position: Q2 2024 in Review

Arden Trust held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2024 at 993 shares worth $540K. The position accounts for 0.08% of the portfolio, ranked #133.

Arden Trust first reported a position in SPY in Q2 2013 and has held it in 35 quarters since. The position peaked at $13.1M in Q4 2022. 3,751 funds tracked by Wall St. Rank hold SPY as of Q2 2024.

Arden Trust held 993 shares of State Street SPDR S&P 500 ETF Trust worth $540K as of Q2 2024.
Arden Trust left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2024.
State Street SPDR S&P 500 ETF Trust made up 0.08% of Arden Trust's portfolio in Q2 2024, its #133 holding.
Arden Trust first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 35 quarters since.
Arden Trust's State Street SPDR S&P 500 ETF Trust position peaked at $13.1M in Q4 2022.
3,751 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.