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

Avitas 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
2024 Q4	$210K	Buy	+359	New	+$212K	0.03%	190

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

Avitas Wealth Management's SPY Position: Q4 2024 in Review

Avitas Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2024: 359 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #190 among its holdings.

4,229 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

Avitas Wealth Management held 359 shares of State Street SPDR S&P 500 ETF Trust worth $210K as of Q4 2024.
State Street SPDR S&P 500 ETF Trust was a new Avitas Wealth Management position in Q4 2024.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Avitas Wealth Management's portfolio in Q4 2024, its #190 holding.
4,229 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.