Pier 88 Investment Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Pier 88 Investment 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
2024 Q2	–	Sell	-500	Closed	-$262K	–	103
2024 Q1	$262K	Sell	500 -400	-44%	-$199K	0.06%	84
2023 Q4	$428K	Sell	900 -4,500	-83%	-$2M	0.11%	65
2023 Q3	$2.31M	Hold	5,400	–	–	0.58%	33
2023 Q2	$2.39M	Hold	5,400	–	–	0.59%	35
2023 Q1	$2.21M	Buy	5,400 +2,100	+64%	+$838K	0.53%	34
2022 Q4	$1.26M	Buy	+3,300	New	+$1.27M	0.31%	45

Other funds holding SPY

LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pier 88 Investment Partners's SPY Position: Q2 2024 in Review

Pier 88 Investment Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2024, closing a stake of 500 shares — an estimated $262K sold.

Pier 88 Investment Partners first reported a position in SPY in Q4 2022 and held it in 6 quarters. The position peaked at $2.39M in Q2 2023. 3,752 funds tracked by Wall St. Rank hold SPY as of Q2 2024.

Pier 88 Investment Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2024 after selling out during the quarter.
Pier 88 Investment Partners sold 500 State Street SPDR S&P 500 ETF Trust shares in Q2 2024, an estimated $262K.
Pier 88 Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and held it in 6 quarters.
Pier 88 Investment Partners's State Street SPDR S&P 500 ETF Trust position peaked at $2.39M in Q2 2023.
3,752 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2024.

Based on Pier 88 Investment Partners's 13F filing for Q2 2024, filed 6 Aug 2024.