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 New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's SPY Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q1 2024, selling an estimated $468K and leaving 55,121 shares worth $28.8M. The position accounts for 17.82% of the portfolio, ranked #2.

Bromfield Sneider Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 10 quarters since. The position peaked at $29M in Q4 2021. 3,699 funds tracked by Wall St. Rank hold SPY as of Q1 2024.

Bromfield Sneider Wealth Advisors held 55,121 shares of State Street SPDR S&P 500 ETF Trust worth $28.8M as of Q1 2024.
Bromfield Sneider Wealth Advisors sold 941 State Street SPDR S&P 500 ETF Trust shares in Q1 2024, an estimated $468K.
State Street SPDR S&P 500 ETF Trust made up 17.82% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #2 holding.
Bromfield Sneider Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 10 quarters since.
Bromfield Sneider Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $29M in Q4 2021.
3,699 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.