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

MFA Wealth 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
2024 Q3	–	Sell	-21	Closed	-$11.4K	–	528
2024 Q2	$11.4K	Buy	+21	New	+$11K	﹤0.01%	319
2022 Q2	–	Sell	-1,154	Closed	-$521K	–	66
2022 Q1	$521K	Sell	1,154 -647	-36%	-$288K	0.17%	53
2021 Q4	$856K	Buy	+1,801	New	+$827K	0.36%	39
2018 Q1	–	Sell	-726	Closed	-$205K	–	61
2017 Q4	$205K	Buy	+726	New	+$189K	0.14%	56

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

MFA Wealth Advisors's SPY Position: Q3 2024 in Review

MFA Wealth Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2024, closing a stake of 21 shares — an estimated $11.4K sold.

MFA Wealth Advisors first reported a position in SPY in Q4 2017 and held it in 4 quarters. The position peaked at $856K in Q4 2021. 3,793 funds tracked by Wall St. Rank hold SPY as of Q3 2024.

MFA Wealth Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2024 after selling out during the quarter.
MFA Wealth Advisors sold 21 State Street SPDR S&P 500 ETF Trust shares in Q3 2024, an estimated $11.4K.
MFA Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and held it in 4 quarters.
MFA Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $856K in Q4 2021.
3,793 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2024.

Based on MFA Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.