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

Investors Financial Group’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
2022 Q1	–	Sell	-13,600	Closed	-$6.46M	–	158
2021 Q4	$6.46M	Buy	13,600 +254	+2%	+$117K	3.01%	4
2021 Q3	$5.73M	Buy	13,346 +1,021	+8%	+$450K	3.03%	4
2021 Q2	$5.28M	Buy	12,325 +656	+6%	+$274K	2.83%	4
2021 Q1	$4.63M	Sell	11,669 -212	-2%	-$81.8K	2.71%	4
2020 Q4	$4.44M	Buy	11,881 +2,969	+33%	+$1.05M	2.93%	4
2020 Q3	$2.98M	Sell	8,912 -94	-1%	-$31.2K	2.23%	6
2020 Q2	$2.78M	Buy	9,006 +1,777	+25%	+$520K	2.28%	6
2020 Q1	$1.86M	Sell	7,229 -404	-5%	-$123K	1.88%	11
2019 Q4	$2.46M	Buy	+7,633	New	+$2.35M	2%	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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Investors Financial Group's SPY Position: Q1 2022 in Review

Investors Financial Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2022, closing a stake of 13,600 shares — an estimated $6.46M sold.

Investors Financial Group first reported a position in SPY in Q4 2019 and held it in 9 quarters. The position peaked at $6.46M in Q4 2021. 3,132 funds tracked by Wall St. Rank hold SPY as of Q1 2022.

Investors Financial Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 13,600 State Street SPDR S&P 500 ETF Trust shares in Q1 2022, an estimated $6.46M.
Investors Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and held it in 9 quarters.
Investors Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $6.46M in Q4 2021.
3,132 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.