CFO4Life’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

CFO4Life’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
2022 Q4	$1.03M	Buy	+2,681	New	+$1.03M	0.22%	61
2016 Q4	$1.27M	Sell	5,680 -257	-4%	-$56.1K	1.05%	14
2016 Q3	$1.28M	Sell	5,937 -745	-11%	-$161K	1.11%	14
2016 Q2	$1.4M	Sell	6,682 -125	-2%	-$25.9K	1.2%	15
2016 Q1	$1.4M	Sell	6,807 -36,886	-84%	-$7.2M	1.25%	14
2015 Q4	$8.91M	Sell	43,693 -3,874	-8%	-$796K	8.46%	3
2015 Q3	$9.12M	Sell	47,567 -7,123	-13%	-$1.44M	9.69%	2
2015 Q2	$11.3M	Sell	54,690 -666	-1%	-$140K	9.39%	2
2015 Q1	$11.4M	Sell	55,356 -29,913	-35%	-$6.17M	9.52%	2
2014 Q4	$17.5M	Buy	+85,269	New	+$17.1M	14.47%	2

Other funds holding SPY

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CFO4Life's SPY Position: Q4 2022 in Review

CFO4Life opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2022: 2,681 shares worth $1.03M. The stake represents 0.22% of the portfolio and ranks #61 among its holdings. This is a return to the name: CFO4Life previously reported a position in SPY as recently as Q4 2016.

CFO4Life first reported a position in SPY in Q4 2014 and has held it in 10 quarters since. The position peaked at $17.5M in Q4 2014. 3,304 funds tracked by Wall St. Rank hold SPY as of Q4 2022.

CFO4Life held 2,681 shares of State Street SPDR S&P 500 ETF Trust worth $1.03M as of Q4 2022.
State Street SPDR S&P 500 ETF Trust was a new CFO4Life position in Q4 2022.
State Street SPDR S&P 500 ETF Trust made up 0.22% of CFO4Life's portfolio in Q4 2022, its #61 holding.
CFO4Life first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 10 quarters since.
CFO4Life's State Street SPDR S&P 500 ETF Trust position peaked at $17.5M in Q4 2014.
3,304 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.