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

Hoover 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
2021 Q2	$4.76M	Buy	11,122 +76	+0.7%	+$31.7K	0.85%	25
2021 Q1	$4.58M	Sell	11,046 -172	-2%	-$66.3K	0.86%	24
2020 Q4	$4.25M	Sell	11,218 -1,865	-14%	-$662K	1.06%	18
2020 Q3	$4.38M	Buy	13,083 +1,902	+17%	+$630K	1.44%	15
2020 Q2	$3.45M	Buy	11,181 +263	+2%	+$77K	1.32%	16
2020 Q1	$2.81M	Buy	10,918 +982	+10%	+$300K	1.56%	13
2019 Q4	$3.2M	Sell	9,936 -446	-4%	-$137K	1.56%	14
2019 Q3	$3.08M	Sell	10,382 -247	-2%	-$73K	2.74%	8
2019 Q2	$3.11M	Buy	10,629 +469	+5%	+$135K	2.86%	7
2019 Q1	$2.87M	Buy	10,160 +24	+0.2%	+$6.52K	2.74%	8
2018 Q4	$2.53M	Buy	+10,136	New	+$2.73M	2.79%	8

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Hoover Financial Advisors's SPY Position: Q2 2021 in Review

Hoover Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.69% in Q2 2021, buying an estimated $31.7K and bringing the position to 11,122 shares worth $4.76M. The position accounts for 0.85% of the portfolio, ranked #25.

Hoover Financial Advisors first reported a position in SPY in Q4 2018 and has held it in 11 quarters since. 2,731 funds tracked by Wall St. Rank hold SPY as of Q2 2021.

Hoover Financial Advisors held 11,122 shares of State Street SPDR S&P 500 ETF Trust worth $4.76M as of Q2 2021.
Hoover Financial Advisors bought 76 State Street SPDR S&P 500 ETF Trust shares in Q2 2021, an estimated $31.7K.
State Street SPDR S&P 500 ETF Trust made up 0.85% of Hoover Financial Advisors's portfolio in Q2 2021, its #25 holding.
Hoover Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 11 quarters since.
2,731 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.