First Trust Investment Solutions’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

First Trust Investment Solutions’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 Q3	$1.36M	Buy	2,373 +1,417	+148%	+$783K	0.15%	117
2024 Q2	$520K	Buy	956 +426	+80%	+$223K	0.07%	166
2024 Q1	$277K	Buy	530 +30	+6%	+$14.9K	0.05%	203
2023 Q4	$238K	Buy	+500	New	+$223K	0.05%	208

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

First Trust Investment Solutions's SPY Position: Q3 2024 in Review

First Trust Investment Solutions increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 148% in Q3 2024, buying an estimated $783K and bringing the position to 2,373 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #117.

First Trust Investment Solutions first reported a position in SPY in Q4 2023 and has held it in 4 quarters since. 3,793 funds tracked by Wall St. Rank hold SPY as of Q3 2024.

First Trust Investment Solutions held 2,373 shares of State Street SPDR S&P 500 ETF Trust worth $1.36M as of Q3 2024.
First Trust Investment Solutions bought 1,417 State Street SPDR S&P 500 ETF Trust shares in Q3 2024, an estimated $783K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of First Trust Investment Solutions's portfolio in Q3 2024, its #117 holding.
First Trust Investment Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 4 quarters since.
3,793 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.