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

Dechtman Wealth 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
2024
Q4 		$332K Buy
567
+49
+9% +$28.9K 0.06% 47
2024
Q3 		$297K Buy
518
+2
+0.4% +$1.11K 0.06% 50
2024
Q2 		$281K Buy
+516
New +$270K 0.06% 49

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Dechtman Wealth Management's SPY Position: Q4 2024 in Review

Dechtman Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.5% in Q4 2024, buying an estimated $28.9K and bringing the position to 567 shares worth $332K. The position accounts for 0.06% of the portfolio, ranked #47.

Dechtman Wealth Management first reported a position in SPY in Q2 2024 and has held it in 3 quarters since. 4,237 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

  • Dechtman Wealth Management held 567 shares of State Street SPDR S&P 500 ETF Trust worth $332K as of Q4 2024.
  • Dechtman Wealth Management bought 49 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $28.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.06% of Dechtman Wealth Management's portfolio in Q4 2024, its #47 holding.
  • Dechtman Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 3 quarters since.
  • 4,237 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.