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

Axiom Financial Strategies’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
2020
Q2 		– Sell
-1,234
Closed -$318K – 71
2020
Q1 		$318K Buy
+1,234
New +$376K 0.26% 42

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Axiom Financial Strategies's SPY Position: Q2 2020 in Review

Axiom Financial Strategies sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2020, closing a stake of 1,234 shares — an estimated $318K sold.

Axiom Financial Strategies first reported a position in SPY in Q1 2020 and held it in 1 quarter. The position peaked at $318K in Q1 2020. 2,409 funds tracked by Wall St. Rank hold SPY as of Q2 2020.

  • Axiom Financial Strategies reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2020 after selling out during the quarter.
  • Axiom Financial Strategies sold 1,234 State Street SPDR S&P 500 ETF Trust shares in Q2 2020, an estimated $318K.
  • Axiom Financial Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and held it in 1 quarter.
  • Axiom Financial Strategies's State Street SPDR S&P 500 ETF Trust position peaked at $318K in Q1 2020.
  • 2,409 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2020.

Based on Axiom Financial Strategies's 13F filing for Q2 2020, filed 23 Nov 2020.