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

Atlas 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
2024 Q4	$14.8M	Sell	25,299 -1,733	-6%	-$1.02M	23.15%	1
2024 Q3	$15.5M	Buy	27,032 +1,059	+4%	+$586K	24.51%	1
2024 Q2	$14.1M	Sell	25,973 -2,506	-9%	-$1.31M	23.39%	1
2024 Q1	$14.9M	Sell	28,479 -1,221	-4%	-$608K	23.13%	1
2023 Q4	$14.1M	Sell	29,700 -41,536	-58%	-$18.5M	23.09%	1
2023 Q3	$30.5M	Buy	71,236 +40,235	+130%	+$17.9M	23.8%	1
2023 Q2	$13.7M	Sell	31,001 -7,681	-20%	-$3.22M	19.33%	1
2023 Q1	$15.8M	Sell	38,682 -5,644	-13%	-$2.25M	21.4%	2
2022 Q4	$17M	Buy	+44,326	New	+$17M	23.35%	1
2022 Q3	–	Sell	-2,425	Closed	-$915K	–	22
2022 Q2	$915K	Buy	2,425 +99	+4%	+$40.6K	1.05%	8
2022 Q1	$1.05M	Buy	+2,326	New	+$1.04M	1.06%	9

Other funds holding SPY

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Financial Advisors's SPY Position: Q4 2024 in Review

Atlas Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.4% in Q4 2024, selling an estimated $1.02M and leaving 25,299 shares worth $14.8M. The position accounts for 23.15% of the portfolio, ranked #1.

Atlas Financial Advisors first reported a position in SPY in Q1 2022 and has held it in 11 quarters since. The position peaked at $30.5M in Q3 2023. 4,229 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

Atlas Financial Advisors held 25,299 shares of State Street SPDR S&P 500 ETF Trust worth $14.8M as of Q4 2024.
Atlas Financial Advisors sold 1,733 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $1.02M.
State Street SPDR S&P 500 ETF Trust made up 23.15% of Atlas Financial Advisors's portfolio in Q4 2024, its #1 holding.
Atlas Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 11 quarters since.
Atlas Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $30.5M in Q3 2023.
4,229 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.