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

IFS 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
2024
Q4 		– Sell
-11
Closed -$6.31K – 191
2024
Q3 		$6.31K Hold
11
– – 0.01% 87
2024
Q2 		$5.99K Hold
11
– – 0.01% 86
2024
Q1 		$5.75K Hold
11
– – 0.01% 86
2023
Q4 		$5.23K Hold
11
– – 0.01% 84
2023
Q3 		$4.7K Hold
11
– – 0.01% 82
2023
Q2 		$4.88K Hold
11
– – 0.01% 80
2023
Q1 		$4.5K Hold
11
– – 0.02% 68
2022
Q4 		$4.21K Hold
11
– – 0.01% 76
2022
Q3 		$3K Buy
+11
New +$4.37K 0.01% 74

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFS Advisors's SPY Position: Q4 2024 in Review

IFS Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2024, closing a stake of 11 shares — an estimated $6.31K sold.

IFS Advisors first reported a position in SPY in Q3 2022 and held it in 9 quarters. The position peaked at $6.31K in Q3 2024. 4,228 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

  • IFS Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2024 after selling out during the quarter.
  • IFS Advisors sold 11 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $6.31K.
  • IFS Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2022 and held it in 9 quarters.
  • IFS Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $6.31K in Q3 2024.
  • 4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on IFS Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.