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

Chandler Asset 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
2022 Q4	–	Sell	-337	Closed	-$120K	–	27
2022 Q3	$120K	Buy	+337	New	+$134K	0.03%	23
2019 Q1	–	Sell	-32	Closed	-$9K	–	19
2018 Q4	$9K	Hold	32	–	–	0.01%	18
2018 Q3	$9K	Hold	32	–	–	0.01%	18
2018 Q2	$9K	Sell	32 -18	-36%	-$4.86K	0.01%	16
2018 Q1	$13K	Hold	50	–	–	0.01%	30
2017 Q4	$13K	Buy	+50	New	+$13K	0.01%	18

Other funds holding SPY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chandler Asset Management's SPY Position: Q4 2022 in Review

Chandler Asset Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2022, closing a stake of 337 shares — an estimated $120K sold.

Chandler Asset Management first reported a position in SPY in Q4 2017 and held it in 6 quarters. The position peaked at $120K in Q3 2022. 3,301 funds tracked by Wall St. Rank hold SPY as of Q4 2022.

Chandler Asset Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2022 after selling out during the quarter.
Chandler Asset Management sold 337 State Street SPDR S&P 500 ETF Trust shares in Q4 2022, an estimated $120K.
Chandler Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and held it in 6 quarters.
Chandler Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $120K in Q3 2022.
3,301 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2022.

Based on Chandler Asset Management's 13F filing for Q4 2022, filed 26 Jan 2023.