Napa Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Napa Wealth Management's SPY Position: Q1 2025 in Review
Napa Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 4,843 shares — an estimated $2.84M sold.
Napa Wealth Management first reported a position in SPY in Q4 2023 and held it in 5 quarters. The position peaked at $2.84M in Q4 2024. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.
- Napa Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
- Napa Wealth Management sold 4,843 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $2.84M.
- Napa Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and held it in 5 quarters.
- Napa Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.84M in Q4 2024.
- 4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.
Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.