Bell & Brown Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bell & Brown Wealth 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
2022 Q2	–	Sell	-478	Closed	-$216K	–	77
2022 Q1	$216K	Buy	478 +23	+5%	+$10.2K	0.1%	70
2021 Q4	$208K	Sell	455 -90	-17%	-$41.3K	0.1%	67
2021 Q3	$234K	Buy	+545	New	+$240K	0.13%	66
2020 Q3	$228K	Buy	665 +5	+0.8%	+$1.66K	0.16%	69
2020 Q2	$219K	Buy	+660	New	+$193K	0.17%	69
2020 Q1	–	Sell	-700	Closed	-$230K	–	82
2019 Q4	$230K	Sell	700 -23	-3%	-$7.08K	0.17%	75
2019 Q3	$212K	Hold	723	–	–	0.17%	76
2019 Q2	$212K	Hold	723	–	–	0.19%	75
2019 Q1	$204K	Buy	+723	New	+$196K	0.19%	78
2018 Q3	–	Sell	-840	Closed	-$228K	–	90
2018 Q2	$228K	Buy	+840	New	+$227K	0.23%	78
2018 Q1	–	Sell	-748	Closed	-$200K	–	92
2017 Q4	$200K	Buy	+748	New	+$195K	0.21%	81

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Bell & Brown Wealth Advisors's SPY Position: Q2 2022 in Review

Bell & Brown Wealth Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2022, closing a stake of 478 shares — an estimated $216K sold.

Bell & Brown Wealth Advisors first reported a position in SPY in Q4 2017 and held it in 11 quarters. The position peaked at $234K in Q3 2021. 3,093 funds tracked by Wall St. Rank hold SPY as of Q2 2022.

Bell & Brown Wealth Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2022 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 478 State Street SPDR S&P 500 ETF Trust shares in Q2 2022, an estimated $216K.
Bell & Brown Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and held it in 11 quarters.
Bell & Brown Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $234K in Q3 2021.
3,093 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2022.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.