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

Motley Fool 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
2023 Q1	–	Sell	-2,104	Closed	-$805K	–	121
2022 Q4	$805K	Sell	2,104 -2,416	-53%	-$929K	0.06%	120
2022 Q3	$1.61M	Buy	4,520 +50	+1%	+$19.9K	0.11%	117
2022 Q2	$1.69M	Buy	+4,470	New	+$1.83M	0.11%	111
2015 Q3	–	Sell	-1,151	Closed	-$237K	–	165
2015 Q2	$237K	Sell	1,151 -167	-13%	-$35.1K	0.04%	144
2015 Q1	$272K	Buy	+1,318	New	+$272K	0.06%	142

Other funds holding SPY

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Motley Fool Wealth Management's SPY Position: Q1 2023 in Review

Motley Fool Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2023, closing a stake of 2,104 shares — an estimated $805K sold.

Motley Fool Wealth Management first reported a position in SPY in Q1 2015 and held it in 5 quarters. The position peaked at $1.69M in Q2 2022. 3,253 funds tracked by Wall St. Rank hold SPY as of Q1 2023.

Motley Fool Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2023 after selling out during the quarter.
Motley Fool Wealth Management sold 2,104 State Street SPDR S&P 500 ETF Trust shares in Q1 2023, an estimated $805K.
Motley Fool Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2015 and held it in 5 quarters.
Motley Fool Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.69M in Q2 2022.
3,253 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2023.

Based on Motley Fool Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.