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

Piershale 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
2023 Q2	$455	Hold	1	–	–	﹤0.01%	262
2023 Q1	$418	Hold	1	–	–	﹤0.01%	289
2022 Q4	$389	Buy	+1	New	+$384	﹤0.01%	293
2022 Q1	–	Sell	-654	Closed	-$311K	–	21
2021 Q4	$311K	Buy	+654	New	+$300K	0.12%	19
2019 Q1	–	Sell	-1,094	Closed	-$273K	–	31
2018 Q4	$273K	Buy	+1,094	New	+$295K	0.17%	15
2016 Q1	–	Sell	-13	Closed	-$3K	–	201
2015 Q4	$3K	Buy	+13	New	+$2.67K	﹤0.01%	166
2014 Q3	–	Sell	-121	Closed	-$24K	–	186
2014 Q2	$24K	Hold	121	–	–	0.02%	65
2014 Q1	$23K	Hold	121	–	–	0.03%	59
2013 Q4	$22K	Hold	121	–	–	0.03%	46
2013 Q3	$20K	Buy	+121	New	+$20.3K	0.02%	57

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 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

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

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

Piershale Financial Group's SPY Position: Q2 2023 in Review

Piershale Financial Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2023 at 1 share worth $455. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Piershale Financial Group first reported a position in SPY in Q3 2013 and has held it in 10 quarters since. The position peaked at $311K in Q4 2021. 3,300 funds tracked by Wall St. Rank hold SPY as of Q2 2023.

Piershale Financial Group held 1 share of State Street SPDR S&P 500 ETF Trust worth $455 as of Q2 2023.
Piershale Financial Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2023.
State Street SPDR S&P 500 ETF Trust made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #262 holding.
Piershale Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and has held it in 10 quarters since.
Piershale Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $311K in Q4 2021.
3,300 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.