Hyperion Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hyperion Partners’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 Q3	$3.96M	Buy	6,898 +525	+8%	+$290K	2.53%	13
2024 Q2	$3.47M	Buy	6,373 +13	+0.2%	+$6.8K	2.48%	13
2024 Q1	$3.33M	Sell	6,360 -190	-3%	-$94.6K	2.44%	13
2023 Q4	$3.11M	Sell	6,550 -522	-7%	-$233K	2.47%	13
2023 Q3	$3.02M	Buy	7,072 +16	+0.2%	+$7.12K	2.61%	13
2023 Q2	$3.13M	Buy	7,056 +149	+2%	+$62.5K	2.64%	13
2023 Q1	$2.83M	Buy	6,907 +22	+0.3%	+$8.78K	2.54%	13
2022 Q4	$2.63M	Buy	+6,885	New	+$2.65M	2.52%	12

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Hyperion Partners's SPY Position: Q3 2024 in Review

Hyperion Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.2% in Q3 2024, buying an estimated $290K and bringing the position to 6,898 shares worth $3.96M. The position accounts for 2.53% of the portfolio, ranked #13.

Hyperion Partners first reported a position in SPY in Q4 2022 and has held it in 8 quarters since. 3,801 funds tracked by Wall St. Rank hold SPY as of Q3 2024.

Hyperion Partners held 6,898 shares of State Street SPDR S&P 500 ETF Trust worth $3.96M as of Q3 2024.
Hyperion Partners bought 525 State Street SPDR S&P 500 ETF Trust shares in Q3 2024, an estimated $290K.
State Street SPDR S&P 500 ETF Trust made up 2.53% of Hyperion Partners's portfolio in Q3 2024, its #13 holding.
Hyperion Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 8 quarters since.
3,801 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.