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Benjamin F. Edwards & Company’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Benjamin F. Edwards & Company’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
2017
Q1 		– Sell
-1,100
Closed -$246K – 1391
2016
Q4 		$246K Buy
+1,100
New +$240K 0.04% 332
2016
Q3 		– Sell
-2,100
Closed -$440K – 1148
2016
Q2 		$440K Buy
+2,100
New +$436K 0.09% 225

Other funds holding SPY

LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Benjamin F. Edwards & Company's SPY Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 23% in Q2 2024, buying an estimated $2.94M and bringing the position to 29,921 shares worth $16.3M. The position accounts for 0.29% of the portfolio, ranked #103.

Benjamin F. Edwards & Company first reported a position in SPY in Q2 2013 and has held it in 45 quarters since. 3,752 funds tracked by Wall St. Rank hold SPY as of Q2 2024.

  • Benjamin F. Edwards & Company held 29,921 shares of State Street SPDR S&P 500 ETF Trust worth $16.3M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 5,609 State Street SPDR S&P 500 ETF Trust shares in Q2 2024, an estimated $2.94M.
  • State Street SPDR S&P 500 ETF Trust made up 0.29% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #103 holding.
  • Benjamin F. Edwards & Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 45 quarters since.
  • 3,752 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.