Compton Wealth Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Compton Wealth Advisory Group’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
2025 Q1	–	Sell	-800	Closed	-$469K	–	103
2024 Q4	$469K	Hold	800	–	–	0.12%	77
2024 Q3	$459K	Hold	800	–	–	0.12%	81
2024 Q2	$435K	Hold	800	–	–	0.12%	80
2024 Q1	$418K	Buy	+800	New	+$398K	0.11%	80

Other funds holding SPY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Compton Wealth Advisory Group's SPY Position: Q1 2025 in Review

Compton Wealth Advisory Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 800 shares — an estimated $469K sold.

Compton Wealth Advisory Group first reported a position in SPY in Q1 2024 and held it in 4 quarters. The position peaked at $469K in Q4 2024. 4,171 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

Compton Wealth Advisory Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
Compton Wealth Advisory Group sold 800 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $469K.
Compton Wealth Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and held it in 4 quarters.
Compton Wealth Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $469K in Q4 2024.
4,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2025, filed 29 Apr 2025.