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

Axiom Advisory’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 Q3	$3.46M	Buy	6,272 +132	+2%	+$73K	0.03%	74
2024 Q2	$3.21M	Buy	+6,140	New	+$3.21M	0.04%	76
2022 Q3	–	Sell	-1,975	Closed	-$745K	–	28
2022 Q2	$745K	Buy	1,975 +6	+0.3%	+$2.46K	0.83%	19
2022 Q1	$889K	Sell	1,969 -61	-3%	-$27.2K	0.74%	19
2021 Q4	$964K	Buy	+2,030	New	+$932K	0.79%	19

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Axiom Advisory's SPY Position: Q3 2024 in Review

Axiom Advisory increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q3 2024, buying an estimated $73K and bringing the position to 6,272 shares worth $3.46M. The position accounts for 0.03% of the portfolio, ranked #74.

Axiom Advisory first reported a position in SPY in Q4 2021 and has held it in 5 quarters since. 3,793 funds tracked by Wall St. Rank hold SPY as of Q3 2024.

Axiom Advisory held 6,272 shares of State Street SPDR S&P 500 ETF Trust worth $3.46M as of Q3 2024.
Axiom Advisory bought 132 State Street SPDR S&P 500 ETF Trust shares in Q3 2024, an estimated $73K.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Axiom Advisory's portfolio in Q3 2024, its #74 holding.
Axiom Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 5 quarters since.
3,793 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.