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

Personal Wealth Partners’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
2022 Q2	–	Sell	-17,620	Closed	-$7.96M	–	56
2022 Q1	$7.96M	Sell	17,620 -6	-0%	-$2.67K	3.47%	10
2021 Q4	$8.37M	Sell	17,626 -414	-2%	-$190K	3.46%	9
2021 Q3	$7.74M	Sell	18,040 -338	-2%	-$149K	3.26%	10
2021 Q2	$7.87M	Sell	18,378 -240	-1%	-$100K	3.17%	9
2021 Q1	$7.38M	Sell	18,618 -251	-1%	-$96.8K	3.33%	8
2020 Q4	$7.05M	Buy	18,869 +45	+0.2%	+$16K	3.3%	10
2020 Q3	$6.3M	Sell	18,824 -125	-0.7%	-$41.4K	3.31%	9
2020 Q2	$5.84M	Sell	18,949 -728	-4%	-$213K	3.2%	9
2020 Q1	$5.07M	Sell	19,677 -1,630	-8%	-$497K	3.05%	10
2019 Q4	$6.86M	Sell	21,307 -3,538	-14%	-$1.09M	2.95%	9
2019 Q3	$7.37M	Sell	24,845 -1,418	-5%	-$419K	3.4%	9
2019 Q2	$7.7M	Sell	26,263 -502	-2%	-$145K	3.68%	8
2019 Q1	$7.56M	Buy	+26,765	New	+$7.27M	4.02%	8

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Personal Wealth Partners's SPY Position: Q2 2022 in Review

Personal Wealth Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2022, closing a stake of 17,620 shares — an estimated $7.96M sold.

Personal Wealth Partners first reported a position in SPY in Q1 2019 and held it in 13 quarters. The position peaked at $8.37M in Q4 2021. 3,093 funds tracked by Wall St. Rank hold SPY as of Q2 2022.

Personal Wealth Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 17,620 State Street SPDR S&P 500 ETF Trust shares in Q2 2022, an estimated $7.96M.
Personal Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and held it in 13 quarters.
Personal Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $8.37M in Q4 2021.
3,093 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.