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

Private Wealth Strategies’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
2021 Q4	–	Sell	-200	Closed	-$86K	–	98
2021 Q3	$86K	Buy	+200	New	+$88.2K	0.02%	85
2020 Q4	–	Sell	-1,500	Closed	-$502K	–	80
2020 Q3	$502K	Buy	+1,500	New	+$497K	0.18%	48

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

Private Wealth Strategies's SPY Position: Q2 2024 in Review

Private Wealth Strategies held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2024 at 2,008 shares worth $1.09M. The position accounts for 0.22% of the portfolio, ranked #24.

Private Wealth Strategies first reported a position in SPY in Q4 2019 and has held it in 19 quarters since. 3,751 funds tracked by Wall St. Rank hold SPY as of Q2 2024.

Private Wealth Strategies held 2,008 shares of State Street SPDR S&P 500 ETF Trust worth $1.09M as of Q2 2024.
Private Wealth Strategies left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2024.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Private Wealth Strategies's portfolio in Q2 2024, its #24 holding.
Private Wealth Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 19 quarters since.
3,751 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.