Ironwood Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Ironwood Investment Management’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 Q1	–	Sell	-507	Closed	-$241K	–	177
2023 Q4	$241K	Hold	507	–	–	0.13%	140
2023 Q3	$217K	Hold	507	–	–	0.13%	140
2023 Q2	$225K	Hold	507	–	–	0.13%	144
2023 Q1	$208K	Buy	+507	New	+$202K	0.13%	142
2022 Q2	–	Sell	-464	Closed	-$210K	–	173
2022 Q1	$210K	Hold	464	–	–	0.11%	160
2021 Q4	$220K	Buy	+464	New	+$213K	0.11%	165

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ironwood Investment Management's SPY Position: Q1 2024 in Review

Ironwood Investment Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2024, closing a stake of 507 shares — an estimated $241K sold.

Ironwood Investment Management first reported a position in SPY in Q4 2021 and held it in 6 quarters. The position peaked at $241K in Q4 2023. 3,693 funds tracked by Wall St. Rank hold SPY as of Q1 2024.

Ironwood Investment Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2024 after selling out during the quarter.
Ironwood Investment Management sold 507 State Street SPDR S&P 500 ETF Trust shares in Q1 2024, an estimated $241K.
Ironwood Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and held it in 6 quarters.
Ironwood Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $241K in Q4 2023.
3,693 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2024.

Based on Ironwood Investment Management's 13F filing for Q1 2024, filed 15 May 2024.