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Harvest Group Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Harvest Group Wealth 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
Q2 		– Sell
-6,300
Closed -$1.62M – 814
2020
Q1 		$1.62M Buy
+6,300
New +$1.92M 1.63% 15

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Harvest Group Wealth Management's SPY Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2021, closing a stake of 1,201 shares — an estimated $449K sold.

Harvest Group Wealth Management first reported a position in SPY in Q1 2019 and held it in 8 quarters. The position peaked at $1.48M in Q4 2019. 2,720 funds tracked by Wall St. Rank hold SPY as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 1,201 State Street SPDR S&P 500 ETF Trust shares in Q1 2021, an estimated $449K.
  • Harvest Group Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.48M in Q4 2019.
  • 2,720 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.