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

Kolinsky Wealth 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 Q4	$6.49M	Buy	11,071 +82	+0.7%	+$48.3K	3.96%	4
2024 Q3	$6.3M	Sell	10,989 -301	-3%	-$166K	4.1%	4
2024 Q2	$6.14M	Sell	11,290 -1,122	-9%	-$587K	4.4%	3
2024 Q1	$6.49M	Buy	12,412 +92	+0.7%	+$45.8K	4.96%	3
2023 Q4	$5.86M	Sell	12,320 -454	-4%	-$202K	5.15%	3
2023 Q3	$5.46M	Sell	12,774 -1,331	-9%	-$592K	5.42%	3
2023 Q2	$6.18M	Sell	14,105 -668	-5%	-$280K	5.86%	2
2023 Q1	$6.05M	Sell	14,773 -121	-0.8%	-$48.3K	6.42%	2
2022 Q4	$5.7M	Sell	14,894 -1,727	-10%	-$664K	6.5%	2
2022 Q3	$5.94M	Sell	16,621 -585	-3%	-$232K	7.44%	2
2022 Q2	$6.49M	Buy	17,206 +54	+0.3%	+$22.1K	7.67%	2
2022 Q1	$7.75M	Sell	17,152 -402	-2%	-$179K	7.6%	2
2021 Q4	$8.34M	Buy	+17,554	New	+$8.06M	7.71%	2

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Kolinsky Wealth Management's SPY Position: Q4 2024 in Review

Kolinsky Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.75% in Q4 2024, buying an estimated $48.3K and bringing the position to 11,071 shares worth $6.49M. The position accounts for 3.96% of the portfolio, ranked #4.

Kolinsky Wealth Management first reported a position in SPY in Q4 2021 and has held it in 13 quarters since. The position peaked at $8.34M in Q4 2021. 4,237 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

Kolinsky Wealth Management held 11,071 shares of State Street SPDR S&P 500 ETF Trust worth $6.49M as of Q4 2024.
Kolinsky Wealth Management bought 82 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $48.3K.
State Street SPDR S&P 500 ETF Trust made up 3.96% of Kolinsky Wealth Management's portfolio in Q4 2024, its #4 holding.
Kolinsky Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $8.34M in Q4 2021.
4,237 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.