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

JBJ Investment 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
2021
Q4 		$1.36M Hold
2,859
– – 0.28% 18
2021
Q3 		$1.23M Hold
2,859
– – 0.25% 25
2021
Q2 		$1.22M Hold
2,859
– – 0.25% 26
2021
Q1 		$1.13M Buy
2,859
+53
+2% +$20.4K 0.25% 27
2020
Q4 		$1.05M Buy
+2,806
New +$995K 0.24% 32

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JBJ Investment Partners's SPY Position: Q4 2021 in Review

JBJ Investment Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2021 at 2,859 shares worth $1.36M. The position accounts for 0.28% of the portfolio, ranked #18.

JBJ Investment Partners first reported a position in SPY in Q4 2020 and has held it in 5 quarters since. 3,170 funds tracked by Wall St. Rank hold SPY as of Q4 2021.

  • JBJ Investment Partners held 2,859 shares of State Street SPDR S&P 500 ETF Trust worth $1.36M as of Q4 2021.
  • JBJ Investment Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2021.
  • State Street SPDR S&P 500 ETF Trust made up 0.28% of JBJ Investment Partners's portfolio in Q4 2021, its #18 holding.
  • JBJ Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 5 quarters since.
  • 3,170 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.