Peterson Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Peterson Financial Group’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
2024 Q3	$76.7K	Buy	+134	New	+$74.1K	0.3%	67

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Peterson Financial Group's SPY Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2024: 134 shares worth $76.7K. The stake represents 0.3% of the portfolio and ranks #67 among its holdings.

3,794 funds tracked by Wall St. Rank hold SPY as of Q3 2024.

Peterson Financial Group held 134 shares of State Street SPDR S&P 500 ETF Trust worth $76.7K as of Q3 2024.
State Street SPDR S&P 500 ETF Trust was a new Peterson Financial Group position in Q3 2024.
State Street SPDR S&P 500 ETF Trust made up 0.3% of Peterson Financial Group's portfolio in Q3 2024, its #67 holding.
3,794 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.