Kiwi Wealth Investments Limited Partnership’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023 Q1	–	Sell	-7,296	Closed	-$2.79M	–	215
2022 Q4	$2.79M	Buy	7,296 +6,001	+463%	+$2.31M	0.19%	120
2022 Q3	$489K	Hold	1,295	–	–	0.03%	186
2022 Q2	$489K	Buy	+1,295	New	+$531K	0.03%	186
2022 Q1	–	Sell	-7,501	Closed	-$3.56M	–	257
2021 Q4	$3.56M	Sell	7,501 -3,903	-34%	-$1.79M	0.17%	136
2021 Q3	$4.89M	Buy	11,404 +7,867	+222%	+$3.47M	0.25%	121
2021 Q2	$1.51M	Hold	3,537	–	–	0.08%	180
2021 Q1	$1.4M	Buy	+3,537	New	+$1.36M	0.08%	171
2020 Q4	–	Sell	-10,239	Closed	-$3.43M	–	285
2020 Q3	$3.43M	Hold	10,239	–	–	0.24%	117
2020 Q2	$3.16M	Buy	+10,239	New	+$3M	0.26%	101
2020 Q1	–	Sell	-4,087	Closed	-$1.31M	–	208
2019 Q4	$1.31M	Buy	+4,087	New	+$1.26M	0.1%	160
2018 Q4	–	Sell	-20,032	Closed	-$5.82M	–	197
2018 Q3	$5.82M	Hold	20,032	–	–	0.55%	50
2018 Q2	$5.43M	Buy	+20,032	New	+$5.41M	0.52%	54

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Kiwi Wealth Investments Limited Partnership's SPY Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2023, closing a stake of 7,296 shares — an estimated $2.79M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in SPY in Q2 2018 and held it in 12 quarters. The position peaked at $5.82M in Q3 2018. 3,254 funds tracked by Wall St. Rank hold SPY as of Q1 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 7,296 State Street SPDR S&P 500 ETF Trust shares in Q1 2023, an estimated $2.79M.
Kiwi Wealth Investments Limited Partnership first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2018 and held it in 12 quarters.
Kiwi Wealth Investments Limited Partnership's State Street SPDR S&P 500 ETF Trust position peaked at $5.82M in Q3 2018.
3,254 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.