Platt Investment Counsel’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Platt Investment Counsel’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	-446	Closed	-$201K	–	14
2022 Q1	$201K	Sell	446 -21	-4%	-$9.35K	0.19%	14
2021 Q4	$222K	Sell	467 -3,156	-87%	-$1.45M	0.19%	15
2021 Q3	$1.55M	Sell	3,623 -513	-12%	-$226K	1.38%	9
2021 Q2	$1.77M	Sell	4,136 -34	-0.8%	-$14.2K	1.52%	9
2021 Q1	$1.65M	Sell	4,170 -3,187	-43%	-$1.23M	1.48%	9
2020 Q4	$2.75M	Buy	+7,357	New	+$2.61M	2.6%	10

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

Platt Investment Counsel's SPY Position: Q2 2022 in Review

Platt Investment Counsel sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2022, closing a stake of 446 shares — an estimated $201K sold.

Platt Investment Counsel first reported a position in SPY in Q4 2020 and held it in 6 quarters. The position peaked at $2.75M in Q4 2020. 3,094 funds tracked by Wall St. Rank hold SPY as of Q2 2022.

Platt Investment Counsel reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2022 after selling out during the quarter.
Platt Investment Counsel sold 446 State Street SPDR S&P 500 ETF Trust shares in Q2 2022, an estimated $201K.
Platt Investment Counsel first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and held it in 6 quarters.
Platt Investment Counsel's State Street SPDR S&P 500 ETF Trust position peaked at $2.75M in Q4 2020.
3,094 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2022.

Based on Platt Investment Counsel's 13F filing for Q2 2022, filed 11 Jul 2022.