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

Asset Management Resources’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
2023 Q4	$1.2M	Buy	2,526 +1,258	+99%	+$560K	0.68%	17
2023 Q3	$542K	Sell	1,268 -6	-0.5%	-$2.67K	0.34%	23
2023 Q2	$565K	Buy	1,274 +54	+4%	+$22.7K	0.34%	23
2023 Q1	$499K	Buy	1,220 +15	+1%	+$5.99K	0.32%	26
2022 Q4	$461K	Sell	1,205 -27	-2%	-$10.4K	0.31%	28
2022 Q3	$440K	Sell	1,232 -6	-0.5%	-$2.38K	0.43%	27
2022 Q2	$467K	Sell	1,238 -110	-8%	-$45.1K	0.4%	24
2022 Q1	$609K	Buy	1,348 +858	+175%	+$382K	0.49%	22
2021 Q4	$233K	Buy	+490	New	+$225K	0.2%	51

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Asset Management Resources's SPY Position: Q4 2023 in Review

Asset Management Resources increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 99% in Q4 2023, buying an estimated $560K and bringing the position to 2,526 shares worth $1.2M. The position accounts for 0.68% of the portfolio, ranked #17.

Asset Management Resources first reported a position in SPY in Q4 2021 and has held it in 9 quarters since. 3,686 funds tracked by Wall St. Rank hold SPY as of Q4 2023.

Asset Management Resources held 2,526 shares of State Street SPDR S&P 500 ETF Trust worth $1.2M as of Q4 2023.
Asset Management Resources bought 1,258 State Street SPDR S&P 500 ETF Trust shares in Q4 2023, an estimated $560K.
State Street SPDR S&P 500 ETF Trust made up 0.68% of Asset Management Resources's portfolio in Q4 2023, its #17 holding.
Asset Management Resources first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 9 quarters since.
3,686 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.