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

Bromfield Sneider 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
2024 Q1	$28.8M	Sell	55,121 -941	-2%	-$468K	17.82%	2
2023 Q4	$26.6M	Sell	56,062 -542	-1%	-$241K	18.04%	2
2023 Q3	$24.2M	Sell	56,604 -1,569	-3%	-$698K	18.22%	2
2023 Q2	$25.8M	Sell	58,173 -997	-2%	-$418K	20.47%	2
2023 Q1	$24.2M	Buy	59,170 +123	+0.2%	+$49.1K	20.39%	2
2022 Q4	$22.6M	Buy	59,047 +87	+0.1%	+$33.4K	20.93%	1
2022 Q3	$21.1M	Buy	58,960 +106	+0.2%	+$42.1K	24.9%	1
2022 Q2	$22.2M	Sell	58,854 -561	-0.9%	-$230K	27%	1
2022 Q1	$26.8M	Sell	59,415 -1,664	-3%	-$741K	28.17%	2
2021 Q4	$29M	Buy	+61,079	New	+$28M	29.6%	2

Other funds holding SPY

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $77.3B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

HRT Financial New York $26B AUM 58.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return