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

HC Financial Advisors’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 Q2	$499K	Hold	1,322	–	–	0.33%	68
2022 Q1	$597K	Hold	1,322	–	–	0.36%	63
2021 Q4	$628K	Hold	1,322	–	–	0.35%	64
2021 Q3	$567K	Sell	1,322 -85	-6%	-$37.5K	0.34%	64
2021 Q2	$602K	Hold	1,407	–	–	0.35%	62
2021 Q1	$558K	Hold	1,407	–	–	0.34%	61
2020 Q4	$526K	Hold	1,407	–	–	0.34%	62
2020 Q3	$471K	Hold	1,407	–	–	0.34%	63
2020 Q2	$434K	Hold	1,407	–	–	0.34%	63
2020 Q1	$363K	Hold	1,407	–	–	0.32%	63
2019 Q4	$453K	Hold	1,407	–	–	0.36%	63
2019 Q3	$417K	Buy	+1,407	New	+$416K	0.36%	62
2018 Q4	–	Sell	-1,707	Closed	-$496K	–	59
2018 Q3	$496K	Hold	1,707	–	–	0.44%	57
2018 Q2	$463K	Sell	1,707 -53	-3%	-$14.3K	0.45%	57
2018 Q1	$463K	Buy	1,760 +185	+12%	+$50.5K	0.46%	60
2017 Q4	$420K	Buy	+1,575	New	+$410K	0.41%	61

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

HC Financial Advisors's SPY Position: Q2 2022 in Review

HC Financial Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2022 at 1,322 shares worth $499K. The position accounts for 0.33% of the portfolio, ranked #68.

HC Financial Advisors first reported a position in SPY in Q4 2017 and has held it in 16 quarters since. The position peaked at $628K in Q4 2021. 3,094 funds tracked by Wall St. Rank hold SPY as of Q2 2022.

HC Financial Advisors held 1,322 shares of State Street SPDR S&P 500 ETF Trust worth $499K as of Q2 2022.
HC Financial Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2022.
State Street SPDR S&P 500 ETF Trust made up 0.33% of HC Financial Advisors's portfolio in Q2 2022, its #68 holding.
HC Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 16 quarters since.
HC Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $628K in Q4 2021.
3,094 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.