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New Perspectives Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

New Perspectives Inc’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
2025
Q1 		– Sell
-379
Closed -$222K – 39
2024
Q4 		$222K Sell
379
-30
-7% -$17.7K 0.12% 32
2024
Q3 		$235K Hold
409
– – 0.13% 34
2024
Q2 		$223K Buy
409
+19
+5% +$9.94K 0.12% 28
2024
Q1 		$204K Buy
+390
New +$194K 0.11% 30

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

New Perspectives Inc's SPY Position: Q1 2025 in Review

New Perspectives Inc sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 379 shares — an estimated $222K sold.

New Perspectives Inc first reported a position in SPY in Q1 2024 and held it in 4 quarters. The position peaked at $235K in Q3 2024. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

  • New Perspectives Inc reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
  • New Perspectives Inc sold 379 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $222K.
  • New Perspectives Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and held it in 4 quarters.
  • New Perspectives Inc's State Street SPDR S&P 500 ETF Trust position peaked at $235K in Q3 2024.
  • 4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on New Perspectives Inc's 13F filing for Q1 2025, filed 25 Apr 2025.