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

Financial Partners Capital 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
2020 Q4	–	Sell	-34,600	Closed	-$168K	–	112
2020 Q3	$168K	Buy	34,600 +9,500	+38%	+$3.15M	0.04%	97
2020 Q2	$437K	Buy	+25,100	New	+$7.35M	0.13%	73

Other funds holding SPY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Partners Capital Management's SPY Position: Q4 2022 in Review

Financial Partners Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q4 2022, buying an estimated $1.38M and bringing the position to 25,092 shares worth $9.6M. The position accounts for 2.14% of the portfolio, ranked #15.

Financial Partners Capital Management first reported a position in SPY in Q2 2013 and has held it in 35 quarters since. The position peaked at $26.9M in Q1 2017. 3,301 funds tracked by Wall St. Rank hold SPY as of Q4 2022.

Financial Partners Capital Management held 25,092 shares of State Street SPDR S&P 500 ETF Trust worth $9.6M as of Q4 2022.
Financial Partners Capital Management bought 3,595 State Street SPDR S&P 500 ETF Trust shares in Q4 2022, an estimated $1.38M.
State Street SPDR S&P 500 ETF Trust made up 2.14% of Financial Partners Capital Management's portfolio in Q4 2022, its #15 holding.
Financial Partners Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 35 quarters since.
Financial Partners Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $26.9M in Q1 2017.
3,301 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.