RDIA
SPY icon

RE Dickinson Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

RE Dickinson Investment Advisors’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
Q4 		$1.41M Hold
241
– – 0.08% 56
2024
Q3 		$138K Hold
241
– – 0.08% 59
2024
Q2 		$131K Hold
241
– – 0.08% 60
2024
Q1 		$126K Buy
241
+1
+0.4% +$498 0.08% 55
2023
Q4 		$114K Buy
240
+238
+11,900% +$106K 0.08% 55
2023
Q3 		$1K Hold
2
– – ﹤0.01% 260
2023
Q2 		$1K Hold
2
– – ﹤0.01% 372
2023
Q1 		$1K Sell
2
-74
-97% -$29.5K ﹤0.01% 392
2022
Q4 		$29K Buy
76
+11
+17% +$4.23K 0.01% 178
2022
Q3 		$23K Hold
65
– – 0.02% 102
2022
Q2 		$25 Buy
65
+2
+3% +$819 ﹤0.01% 110
2022
Q1 		$28K Sell
63
-41
-39% -$18.3K 0.02% 120
2021
Q4 		$49K Buy
+104
New +$47.7K 0.04% 86

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $11.5B AUM 19.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return