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

Ford Financial Group’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
2023
Q1 		$280K Sell
684
-3,418
-83% -$1.36M 11.87% 6
2022
Q4 		$1.57M Buy
4,102
+658
+19% +$253K 0.62% 33
2022
Q3 		$1.23M Sell
3,444
-6,398
-65% -$2.54M 0.51% 41
2022
Q2 		$3.71M Sell
9,842
-283
-3% -$116K 1.51% 15
2022
Q1 		$4.57M Sell
10,125
-6,454
-39% -$2.87M 1.75% 12
2021
Q4 		$7.87K Sell
16,579
-236
-1% -$108K 1.56% 9
2021
Q3 		$7.22M Buy
16,815
+289
+2% +$127K 2.78% 10
2021
Q2 		$7.07M Buy
16,526
+15,487
+1,491% +$6.46M 2.64% 10
2021
Q1 		$412K Buy
1,039
+2
+0.2% +$771 0.18% 59
2020
Q4 		$387K Buy
1,037
+188
+22% +$66.7K 0.18% 56
2020
Q3 		$284K Sell
849
-297
-26% -$98.4K 0.15% 61
2020
Q2 		$353K Sell
1,146
-271
-19% -$79.3K 0.2% 60
2020
Q1 		$365K Buy
1,417
+183
+15% +$55.8K 0.24% 52
2019
Q4 		$397K Sell
1,234
-14
-1% -$4.31K 0.23% 49
2019
Q3 		$370K Buy
1,248
+67
+6% +$19.8K 0.24% 49
2019
Q2 		$346K Buy
1,181
+3
+0.3% +$864 0.23% 48
2019
Q1 		$332K Sell
1,178
-278
-19% -$75.5K 0.24% 42
2018
Q4 		$363K Buy
1,456
+754
+107% +$203K 0.27% 39
2018
Q3 		$204K Sell
702
-117
-14% -$33.3K 0.15% 35
2018
Q2 		$222K Buy
819
+3
+0.4% +$810 0.16% 34
2018
Q1 		$214K Buy
816
+75
+10% +$20.5K 0.17% 39
2017
Q4 		$203K Buy
+741
New +$193K 0.15% 41

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ford Financial Group's SPY Position: Q1 2023 in Review

Ford Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 83% in Q1 2023, selling an estimated $1.36M and leaving 684 shares worth $280K. The position accounts for 11.87% of the portfolio, ranked #6.

Ford Financial Group first reported a position in SPY in Q4 2017 and has held it in 22 quarters since. The position peaked at $7.22M in Q3 2021. 3,253 funds tracked by Wall St. Rank hold SPY as of Q1 2023.

  • Ford Financial Group held 684 shares of State Street SPDR S&P 500 ETF Trust worth $280K as of Q1 2023.
  • Ford Financial Group sold 3,418 State Street SPDR S&P 500 ETF Trust shares in Q1 2023, an estimated $1.36M.
  • State Street SPDR S&P 500 ETF Trust made up 11.87% of Ford Financial Group's portfolio in Q1 2023, its #6 holding.
  • Ford Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 22 quarters since.
  • Ford Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $7.22M in Q3 2021.
  • 3,253 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.