MWS
SPY icon

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

Maxwell Wealth Strategies’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 		$2.56M Sell
4,364
-18
-0.4% -$10.6K 1.04% 27
2024
Q3 		$2.53M Sell
4,382
-101
-2% -$55.8K 1.07% 30
2024
Q2 		$2.44M Hold
4,483
– – 1.2% 29
2024
Q1 		$2.34M Buy
4,483
+1,007
+29% +$501K 1.19% 29
2023
Q4 		$1.65M Buy
+3,476
New +$1.55M 1.08% 36

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Maxwell Wealth Strategies's SPY Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.41% in Q4 2024, selling an estimated $10.6K and leaving 4,364 shares worth $2.56M. The position accounts for 1.04% of the portfolio, ranked #27.

Maxwell Wealth Strategies first reported a position in SPY in Q4 2023 and has held it in 5 quarters since. 4,228 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

  • Maxwell Wealth Strategies held 4,364 shares of State Street SPDR S&P 500 ETF Trust worth $2.56M as of Q4 2024.
  • Maxwell Wealth Strategies sold 18 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $10.6K.
  • State Street SPDR S&P 500 ETF Trust made up 1.04% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #27 holding.
  • Maxwell Wealth Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 5 quarters since.
  • 4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.