Fairfield Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Fairfield Financial Advisors’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	-85	Closed	-$49.8K	–	179
2024 Q4	$49.8K	Hold	85	–	–	0.02%	117
2024 Q3	$48.8K	Hold	85	–	–	0.02%	141
2024 Q2	$46.3K	Buy	+85	New	+$44.5K	0.01%	131
2023 Q4	$40.4K	Hold	85	–	–	0.02%	165
2023 Q3	$36.3K	Hold	85	–	–	0.02%	157
2023 Q2	$37.7K	Hold	85	–	–	0.02%	160
2023 Q1	$34.3K	Buy	+85	New	+$33.9K	0.01%	167
2022 Q4	–	Sell	-23	Closed	-$8.21K	–	321
2022 Q3	$8.21K	Hold	23	–	–	﹤0.01%	231
2022 Q2	$8.68K	Hold	23	–	–	﹤0.01%	219
2022 Q1	$10.4K	Buy	+23	New	+$10.2K	﹤0.01%	218

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

Fairfield Financial Advisors's SPY Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 85 shares — an estimated $49.8K sold.

Fairfield Financial Advisors first reported a position in SPY in Q1 2022 and held it in 10 quarters. The position peaked at $49.8K in Q4 2024. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

Fairfield Financial Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 85 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $49.8K.
Fairfield Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and held it in 10 quarters.
Fairfield Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $49.8K in Q4 2024.
4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.