Buckingham Strategic Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Buckingham Strategic Wealth’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
2023 Q2	–	Sell	-300	Closed	-$6.01K	–	719
2023 Q1	$6.01K	Hold	300	–	–	﹤0.01%	620
2022 Q4	$6.01K	Hold	300	–	–	﹤0.01%	622
2022 Q3	$5K	Hold	300	–	–	﹤0.01%	608
2022 Q2	$9K	Buy	+300	New	+$123K	﹤0.01%	606
2021 Q4	–	Sell	-1,700	Closed	-$136K	–	625
2021 Q3	$136K	Sell	1,700 -3,100	-65%	-$1.37M	﹤0.01%	574
2021 Q2	$381K	Buy	+4,800	New	+$2M	0.01%	416

Other funds holding SPY

LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Buckingham Strategic Wealth's SPY Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.29% in Q2 2024, buying an estimated $107K and bringing the position to 72,099 shares worth $39.2M. The position accounts for 0.41% of the portfolio, ranked #40.

Buckingham Strategic Wealth first reported a position in SPY in Q4 2013 and has held it in 43 quarters since. 3,751 funds tracked by Wall St. Rank hold SPY as of Q2 2024.

Buckingham Strategic Wealth held 72,099 shares of State Street SPDR S&P 500 ETF Trust worth $39.2M as of Q2 2024.
Buckingham Strategic Wealth bought 205 State Street SPDR S&P 500 ETF Trust shares in Q2 2024, an estimated $107K.
State Street SPDR S&P 500 ETF Trust made up 0.41% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #40 holding.
Buckingham Strategic Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 43 quarters since.
3,751 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.