Householder Group Estate & Retirement Specialist’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$715K	Sell	1,220 -7,144	-85%	-$4.21M	0.53%	34
2024 Q3	$4.8M	Sell	8,364 -671	-7%	-$371K	1.4%	13
2024 Q2	$4.92M	Buy	9,035 +779	+9%	+$408K	1.38%	14
2024 Q1	$4.32M	Buy	8,256 +512	+7%	+$255K	1.29%	15
2023 Q4	$3.68M	Sell	7,744 -989	-11%	-$441K	1.21%	14
2023 Q3	$3.73M	Buy	+8,733	New	+$3.88M	1.35%	11
2023 Q1	$2.37M	Buy	+5,780	New	+$2.31M	0.91%	20
2022 Q4	–	Sell	-5,929	Closed	-$2.12M	–	1030
2022 Q3	$2.12M	Buy	5,929 +718	+14%	+$285K	0.87%	20
2022 Q2	$1.97M	Sell	5,211 -2,003	-28%	-$821K	0.88%	20
2022 Q1	$3.26M	Buy	7,214 +373	+5%	+$166K	1.31%	14
2021 Q4	$3.25M	Buy	+6,841	New	+$3.14M	1.21%	16

Other funds holding SPY

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 85% in Q4 2024, selling an estimated $4.21M and leaving 1,220 shares worth $715K. The position accounts for 0.53% of the portfolio, ranked #34.

Householder Group Estate & Retirement Specialist first reported a position in SPY in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.92M in Q2 2024. 4,229 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,220 shares of State Street SPDR S&P 500 ETF Trust worth $715K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 7,144 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $4.21M.
State Street SPDR S&P 500 ETF Trust made up 0.53% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #34 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR S&P 500 ETF Trust position peaked at $4.92M in Q2 2024.
4,229 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.