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
2020 Q1	–	Sell	-26,000	Closed	-$8.37M	–	127
2019 Q4	$8.37M	Sell	26,000 -400	-2%	-$123K	0.5%	67
2019 Q3	$7.83M	Buy	26,400 +400	+2%	+$118K	0.52%	65
2019 Q2	$7.62M	Sell	26,000 -1,000	-4%	-$288K	0.48%	68
2019 Q1	$7.63M	Sell	27,000 -5,800	-18%	-$1.58M	0.49%	63
2018 Q4	$8.2M	Buy	32,800 +400	+1%	+$108K	0.62%	49
2018 Q3	$94K	Buy	+32,400	New	+$9.23M	0.01%	135
2018 Q2	–	Sell	-34,500	Closed	-$9K	–	141
2018 Q1	$9K	Buy	+34,500	New	+$9.42M	﹤0.01%	139

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.