James Reed Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

James Reed Financial Services’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 Q3	$253K	Sell	711 -33	-4%	-$13.1K	0.38%	12
2022 Q2	$280K	Sell	744 -53,152	-99%	-$21.8M	0.39%	12
2022 Q1	$24.3M	Sell	53,896 -1,163	-2%	-$518K	27.77%	2
2021 Q4	$26.2M	Buy	+55,059	New	+$25.3M	24.83%	2

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

James Reed Financial Services's SPY Position: Q3 2022 in Review

James Reed Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.4% in Q3 2022, selling an estimated $13.1K and leaving 711 shares worth $253K. The position accounts for 0.38% of the portfolio, ranked #12.

James Reed Financial Services first reported a position in SPY in Q4 2021 and has held it in 4 quarters since. The position peaked at $26.2M in Q4 2021. 3,048 funds tracked by Wall St. Rank hold SPY as of Q3 2022.

James Reed Financial Services held 711 shares of State Street SPDR S&P 500 ETF Trust worth $253K as of Q3 2022.
James Reed Financial Services sold 33 State Street SPDR S&P 500 ETF Trust shares in Q3 2022, an estimated $13.1K.
State Street SPDR S&P 500 ETF Trust made up 0.38% of James Reed Financial Services's portfolio in Q3 2022, its #12 holding.
James Reed Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 4 quarters since.
James Reed Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $26.2M in Q4 2021.
3,048 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2022.

Based on James Reed Financial Services's 13F filing for Q3 2022, filed 14 Nov 2022.