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

Hershey Financial Advisers’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 Q2	$133K	Buy	+245	New	+$128K	0.12%	59

Other funds holding SPY

LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Hershey Financial Advisers's SPY Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2024: 245 shares worth $133K. The stake represents 0.12% of the portfolio and ranks #59 among its holdings.

3,752 funds tracked by Wall St. Rank hold SPY as of Q2 2024.

Hershey Financial Advisers held 245 shares of State Street SPDR S&P 500 ETF Trust worth $133K as of Q2 2024.
State Street SPDR S&P 500 ETF Trust was a new Hershey Financial Advisers position in Q2 2024.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Hershey Financial Advisers's portfolio in Q2 2024, its #59 holding.
3,752 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.