Coulter & Justus Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Coulter & Justus Financial Services’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 Q1	$2.44M	Buy	+4,671	New	+$2.33M	0.54%	38
2022 Q2	–	Sell	-76,275	Closed	-$34.4M	–	54
2022 Q1	$34.4M	Buy	+76,275	New	+$34M	12.1%	4

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

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Coulter & Justus Financial Services's SPY Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2024: 4,671 shares worth $2.44M. The stake represents 0.54% of the portfolio and ranks #38 among its holdings. This is a return to the name: Coulter & Justus Financial Services previously reported a position in SPY as recently as Q1 2022.

Coulter & Justus Financial Services first reported a position in SPY in Q1 2022 and has held it in 2 quarters since. The position peaked at $34.4M in Q1 2022. 3,692 funds tracked by Wall St. Rank hold SPY as of Q1 2024.

Coulter & Justus Financial Services held 4,671 shares of State Street SPDR S&P 500 ETF Trust worth $2.44M as of Q1 2024.
State Street SPDR S&P 500 ETF Trust was a new Coulter & Justus Financial Services position in Q1 2024.
State Street SPDR S&P 500 ETF Trust made up 0.54% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #38 holding.
Coulter & Justus Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 2 quarters since.
Coulter & Justus Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $34.4M in Q1 2022.
3,692 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.