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Hochman Cole Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$8.68M Buy
20,220
+34
+0.2% +$15K 3.4% 8
2021
Q2 		$8.64M Sell
20,186
-92
-0.5% -$38.4K 3.45% 8
2021
Q1 		$8.04M Sell
20,278
-801
-4% -$309K 3.37% 8
2020
Q4 		$7.88M Buy
21,079
+155
+0.7% +$55K 3.39% 8
2020
Q3 		$7.01M Buy
20,924
+9
+0% +$2.98K 3.45% 8
2020
Q2 		$6.45M Buy
20,915
+489
+2% +$143K 3.56% 7
2020
Q1 		$5.26M Buy
20,426
+10,846
+113% +$3.31M 3.61% 6
2019
Q4 		$3.08M Sell
9,580
-317
-3% -$97.6K 1.68% 18
2019
Q3 		$2.94M Sell
9,897
-1,263
-11% -$373K 1.83% 16
2019
Q2 		$3.27M Sell
11,160
-297
-3% -$85.5K 1.95% 14
2019
Q1 		$3.24M Sell
11,457
-99
-0.9% -$26.9K 1.93% 15
2018
Q4 		$2.89M Buy
11,556
+268
+2% +$72.3K 1.99% 16
2018
Q3 		$3.28M Sell
11,288
-142
-1% -$40.4K 2.04% 16
2018
Q2 		$3.1M Sell
11,430
-175
-2% -$47.3K 2.04% 14
2018
Q1 		$3.05M Sell
11,605
-649
-5% -$177K 2.13% 12
2017
Q4 		$3.27M Sell
12,254
-194
-2% -$50.5K 2.06% 14
2017
Q3 		$3.13M Sell
12,448
-733
-6% -$181K 2.05% 15
2017
Q2 		$3.19M Buy
13,181
+196
+2% +$47K 2.2% 13
2017
Q1 		$3.06M Sell
12,985
-1,776
-12% -$413K 2.22% 15
2016
Q4 		$3.3M Buy
14,761
+1,397
+10% +$305K 2.39% 13
2016
Q3 		$2.89M Buy
13,364
+1,749
+15% +$378K 2.16% 15
2016
Q2 		$2.43M Sell
11,615
-129
-1% -$26.8K 1.99% 19
2016
Q1 		$2.41M Buy
11,744
+1,689
+17% +$330K 2.06% 17
2015
Q4 		$2.05M Buy
+10,055
New +$2.06M 1.74% 19

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hochman Cole Investment Advisors's SPY Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.17% in Q3 2021, buying an estimated $15K and bringing the position to 20,220 shares worth $8.68M. The position accounts for 3.4% of the portfolio, ranked #8.

Hochman Cole Investment Advisors first reported a position in SPY in Q4 2015 and has held it in 24 quarters since. 2,746 funds tracked by Wall St. Rank hold SPY as of Q3 2021.

  • Hochman Cole Investment Advisors held 20,220 shares of State Street SPDR S&P 500 ETF Trust worth $8.68M as of Q3 2021.
  • Hochman Cole Investment Advisors bought 34 State Street SPDR S&P 500 ETF Trust shares in Q3 2021, an estimated $15K.
  • State Street SPDR S&P 500 ETF Trust made up 3.4% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #8 holding.
  • Hochman Cole Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 24 quarters since.
  • 2,746 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.