Arlington Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Arlington Financial Advisors’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 Q2	–	Sell	-2,234	Closed	-$885K	–	65
2021 Q1	$885K	Hold	2,234	–	–	0.36%	42
2020 Q4	$835K	Sell	2,234 -2	-0.1%	-$710	0.35%	42
2020 Q3	$749K	Hold	2,236	–	–	0.38%	43
2020 Q2	$689K	Buy	+2,236	New	+$654K	0.39%	41
2019 Q1	–	Sell	-1,161	Closed	-$290K	–	74
2018 Q4	$290K	Buy	+1,161	New	+$313K	0.12%	66

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

Citigroup New York $235B AUM 32.99% 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

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

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

Arlington Financial Advisors's SPY Position: Q2 2021 in Review

Arlington Financial Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2021, closing a stake of 2,234 shares — an estimated $885K sold.

Arlington Financial Advisors first reported a position in SPY in Q4 2018 and held it in 5 quarters. The position peaked at $885K in Q1 2021. 2,731 funds tracked by Wall St. Rank hold SPY as of Q2 2021.

Arlington Financial Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2021 after selling out during the quarter.
Arlington Financial Advisors sold 2,234 State Street SPDR S&P 500 ETF Trust shares in Q2 2021, an estimated $885K.
Arlington Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and held it in 5 quarters.
Arlington Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $885K in Q1 2021.
2,731 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2021.

Based on Arlington Financial Advisors's 13F filing for Q2 2021, filed 30 Jul 2021.