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

Bard Financial Services’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 Q3	–	Sell	-500	Closed	-$222K	–	299
2023 Q2	$222K	Hold	500	–	–	0.02%	289
2023 Q1	$205K	Buy	+500	New	+$199K	0.02%	300
2022 Q2	–	Sell	-500	Closed	-$226K	–	308
2022 Q1	$226K	Hold	500	–	–	0.02%	266
2021 Q4	$237K	Hold	500	–	–	0.02%	257
2021 Q3	$215K	Hold	500	–	–	0.02%	253
2021 Q2	$214K	Buy	+500	New	+$209K	0.02%	256
2021 Q1	–	Sell	-720	Closed	-$269K	–	267
2020 Q4	$269K	Buy	+720	New	+$255K	0.03%	214

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Bard Financial Services's SPY Position: Q3 2023 in Review

Bard Financial Services sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2023, closing a stake of 500 shares — an estimated $222K sold.

Bard Financial Services first reported a position in SPY in Q4 2020 and held it in 7 quarters. The position peaked at $269K in Q4 2020. 3,316 funds tracked by Wall St. Rank hold SPY as of Q3 2023.

Bard Financial Services reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 500 State Street SPDR S&P 500 ETF Trust shares in Q3 2023, an estimated $222K.
Bard Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and held it in 7 quarters.
Bard Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $269K in Q4 2020.
3,316 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.