Lehman & Derafelo Financial Resources’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$7.15M	Buy	18,697 +12,111	+184%	+$4.65M	2.12%	10
2022 Q3	$2.36M	Buy	6,586 +436	+7%	+$173K	0.74%	22
2022 Q2	$2.33M	Buy	6,150 +33	+0.5%	+$13.5K	0.72%	21
2022 Q1	$2.77M	Buy	6,117 +140	+2%	+$62.3K	0.77%	21
2021 Q4	$2.84M	Sell	5,977 -88	-1%	-$40.4K	0.86%	19
2021 Q3	$2.6M	Buy	6,065 +287	+5%	+$127K	0.85%	21
2021 Q2	$2.47M	Buy	5,778 +360	+7%	+$150K	0.68%	26
2021 Q1	$2.15M	Buy	5,418 +200	+4%	+$77.1K	0.6%	29
2020 Q4	$1.95M	Sell	5,218 -288	-5%	-$102K	0.58%	30
2020 Q3	$1.84M	Hold	5,506	–	–	0.59%	30
2020 Q2	$1.7M	Buy	5,506 +3,065	+126%	+$897K	0.59%	34
2020 Q1	$629K	Buy	2,441 +348	+17%	+$106K	0.26%	52
2019 Q4	$674K	Hold	2,093	–	–	0.24%	56
2019 Q3	$621K	Hold	2,093	–	–	0.24%	56
2019 Q2	$625K	Hold	2,093	–	–	0.25%	55
2019 Q1	$591K	Hold	2,093	–	–	0.26%	53
2018 Q4	$523K	Buy	+2,093	New	+$564K	0.26%	49

Other funds holding SPY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Lehman & Derafelo Financial Resources's SPY Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 184% in Q4 2022, buying an estimated $4.65M and bringing the position to 18,697 shares worth $7.15M. The position accounts for 2.12% of the portfolio, ranked #10.

Lehman & Derafelo Financial Resources first reported a position in SPY in Q4 2018 and has held it in 17 quarters since. 3,301 funds tracked by Wall St. Rank hold SPY as of Q4 2022.

Lehman & Derafelo Financial Resources held 18,697 shares of State Street SPDR S&P 500 ETF Trust worth $7.15M as of Q4 2022.
Lehman & Derafelo Financial Resources bought 12,111 State Street SPDR S&P 500 ETF Trust shares in Q4 2022, an estimated $4.65M.
State Street SPDR S&P 500 ETF Trust made up 2.12% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #10 holding.
Lehman & Derafelo Financial Resources first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 17 quarters since.
3,301 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.