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

Financial Insights’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
2022 Q1	–	Sell	-873	Closed	-$415K	–	87
2021 Q4	$415K	Sell	873 -16	-2%	-$7.34K	0.36%	49
2021 Q3	$382K	Sell	889 -97	-10%	-$42.8K	0.35%	53
2021 Q2	$4.22M	Buy	986 +30	+3%	+$12.5K	0.35%	45
2021 Q1	$379K	Sell	956 -55	-5%	-$21.2K	0.28%	50
2020 Q4	$378K	Sell	1,011 -10	-1%	-$3.55K	0.29%	49
2020 Q3	$342K	Buy	1,021 +555	+119%	+$184K	0.29%	50
2020 Q2	$327	Sell	466 -1,422	-75%	-$416K	0.29%	51
2020 Q1	$487K	Buy	+1,888	New	+$576K	0.51%	34

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Financial Insights's SPY Position: Q1 2022 in Review

Financial Insights sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2022, closing a stake of 873 shares — an estimated $415K sold.

Financial Insights first reported a position in SPY in Q1 2020 and held it in 8 quarters. The position peaked at $4.22M in Q2 2021. 3,132 funds tracked by Wall St. Rank hold SPY as of Q1 2022.

Financial Insights reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2022 after selling out during the quarter.
Financial Insights sold 873 State Street SPDR S&P 500 ETF Trust shares in Q1 2022, an estimated $415K.
Financial Insights first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and held it in 8 quarters.
Financial Insights's State Street SPDR S&P 500 ETF Trust position peaked at $4.22M in Q2 2021.
3,132 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2022.

Based on Financial Insights's 13F filing for Q1 2022, filed 11 May 2022.