CJL
SPY icon

Cyrus J. Lawrence’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cyrus J. Lawrence’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
-326
Closed -$191K – 153
2024
Q4 		$191K Buy
326
+1
+0.3% +$589 0.04% 72
2024
Q3 		$186K Sell
325
-1,158
-78% -$640K 0.04% 71
2024
Q2 		$806K Buy
1,483
+5
+0.3% +$2.62K 0.16% 50
2024
Q1 		$773K Buy
+1,478
New +$736K 0.17% 53
2023
Q3 		$75K Hold
176
– – 0.02% 89
2023
Q2 		$78 Hold
176
– – 0.02% 89
2023
Q1 		$72K Hold
176
– – 0.02% 95
2022
Q4 		$67K Hold
176
– – 0.02% 101
2022
Q3 		$62K Hold
176
– – 0.01% 102
2022
Q2 		$66K Hold
176
– – 0.02% 133
2022
Q1 		$79K Buy
+176
New +$78.4K 0.02% 126

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return