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

Campbell Wealth Management’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
Q4 		$2.15M Buy
3,671
+330
+10% +$194K 0.19% 20
2024
Q3 		$1.92M Sell
3,341
-140
-4% -$77.4K 0.17% 24
2024
Q2 		$1.89M Buy
3,481
+38
+1% +$19.9K 0.61% 12
2024
Q1 		$1.8M Sell
3,443
-4,183
-55% -$2.08M 0.18% 24
2023
Q4 		$3.63M Buy
7,626
+4,413
+137% +$1.97M 0.43% 19
2023
Q3 		$1.37M Buy
3,213
+455
+16% +$202K 0.17% 24
2023
Q2 		$1.22M Hold
2,758
– – 0.16% 24
2023
Q1 		$1.13M Hold
2,758
– – 0.14% 28
2022
Q4 		$1.05M Sell
2,758
-13
-0.5% -$5K 0.15% 26
2022
Q3 		$990K Buy
2,771
+13
+0.5% +$5.16K 0.14% 26
2022
Q2 		$1.04M Sell
2,758
-13
-0.5% -$5.33K 0.15% 19
2022
Q1 		$1.25M Sell
2,771
-13
-0.5% -$5.79K 0.15% 19
2021
Q4 		$1.32M Buy
2,784
+150
+6% +$68.9K 0.15% 19
2021
Q3 		$1.13M Buy
2,634
+91
+4% +$40.1K 0.15% 18
2021
Q2 		$1.09M Buy
2,543
+11
+0.4% +$4.59K 0.15% 19
2021
Q1 		$1M Sell
2,532
-118
-4% -$45.5K 0.14% 20
2020
Q4 		$958K Buy
2,650
+124
+5% +$44K 0.14% 21
2020
Q3 		$846K Hold
2,526
– – 0.14% 22
2020
Q2 		$779K Sell
2,526
-124
-5% -$36.3K 0.14% 23
2020
Q1 		$661K Buy
2,650
+124
+5% +$37.8K 0.14% 21
2019
Q4 		$813K Buy
+2,526
New +$778K 0.16% 22

Other funds holding SPY

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Campbell Wealth Management's SPY Position: Q4 2024 in Review

Campbell Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.9% in Q4 2024, buying an estimated $194K and bringing the position to 3,671 shares worth $2.15M. The position accounts for 0.19% of the portfolio, ranked #20.

Campbell Wealth Management first reported a position in SPY in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.63M in Q4 2023. 4,228 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

  • Campbell Wealth Management held 3,671 shares of State Street SPDR S&P 500 ETF Trust worth $2.15M as of Q4 2024.
  • Campbell Wealth Management bought 330 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $194K.
  • State Street SPDR S&P 500 ETF Trust made up 0.19% of Campbell Wealth Management's portfolio in Q4 2024, its #20 holding.
  • Campbell Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 21 quarters since.
  • Campbell Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.63M in Q4 2023.
  • 4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.