Bel Air Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bel Air Investment 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
2021 Q2	$74.2M	Buy	173,414 +3,571	+2%	+$1.49M	2.26%	12
2021 Q1	$67.3M	Buy	+169,843	New	+$65.5M	2.12%	12
2013 Q3	$15.6M	Buy	93,114 +40,151	+76%	+$6.73M	2.19%	25
2013 Q2	$8.5M	Buy	+52,963	New	+$8.53M	1.24%	31

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Bel Air Investment Advisors's SPY Position: Q2 2021 in Review

Bel Air Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2021, buying an estimated $1.49M and bringing the position to 173,414 shares worth $74.2M. The position accounts for 2.26% of the portfolio, ranked #12.

Bel Air Investment Advisors first reported a position in SPY in Q2 2013 and has held it in 4 quarters since. 2,731 funds tracked by Wall St. Rank hold SPY as of Q2 2021.

Bel Air Investment Advisors held 173,414 shares of State Street SPDR S&P 500 ETF Trust worth $74.2M as of Q2 2021.
Bel Air Investment Advisors bought 3,571 State Street SPDR S&P 500 ETF Trust shares in Q2 2021, an estimated $1.49M.
State Street SPDR S&P 500 ETF Trust made up 2.26% of Bel Air Investment Advisors's portfolio in Q2 2021, its #12 holding.
Bel Air Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 4 quarters since.
2,731 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.