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Lighthouse Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lighthouse Financial Advisors’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
2020
Q1 		– Sell
-124
Closed -$40K – 243
2019
Q4 		$40K Buy
+124
New +$38.2K 0.02% 139

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lighthouse Financial Advisors's SPY Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2020, closing a stake of 124 shares — an estimated $40K sold.

Lighthouse Financial Advisors first reported a position in SPY in Q4 2019 and held it in 1 quarter. The position peaked at $40K in Q4 2019. 2,409 funds tracked by Wall St. Rank hold SPY as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 124 State Street SPDR S&P 500 ETF Trust shares in Q1 2020, an estimated $40K.
  • Lighthouse Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $40K in Q4 2019.
  • 2,409 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.