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

FourThought Financial’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 Q3	$973K	Buy	2,725 +641	+31%	+$255K	0.14%	118
2022 Q2	$786K	Sell	2,084 -11	-0.5%	-$4.51K	0.11%	131
2022 Q1	$942K	Sell	2,095 -27	-1%	-$12K	0.12%	129
2021 Q4	$1.01M	Buy	2,122 +110	+5%	+$50.5K	0.13%	125
2021 Q3	$863K	Sell	2,012 -43	-2%	-$19K	0.12%	138
2021 Q2	$879K	Sell	2,055 -724	-26%	-$302K	0.12%	146
2021 Q1	$1.1M	Buy	2,779 +911	+49%	+$351K	0.16%	118
2020 Q4	$698K	Buy	+1,868	New	+$663K	0.11%	146

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FourThought Financial's SPY Position: Q3 2022 in Review

FourThought Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 31% in Q3 2022, buying an estimated $255K and bringing the position to 2,725 shares worth $973K. The position accounts for 0.14% of the portfolio, ranked #118.

FourThought Financial first reported a position in SPY in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.1M in Q1 2021. 3,048 funds tracked by Wall St. Rank hold SPY as of Q3 2022.

FourThought Financial held 2,725 shares of State Street SPDR S&P 500 ETF Trust worth $973K as of Q3 2022.
FourThought Financial bought 641 State Street SPDR S&P 500 ETF Trust shares in Q3 2022, an estimated $255K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of FourThought Financial's portfolio in Q3 2022, its #118 holding.
FourThought Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's State Street SPDR S&P 500 ETF Trust position peaked at $1.1M in Q1 2021.
3,048 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.