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

Sanctuary Wealth Management’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	$76.2K	Sell	130 -38	-23%	-$22.4K	0.05%	74
2024 Q3	$96.4K	Buy	168 +66	+65%	+$36.5K	0.07%	68
2024 Q2	$55.5K	Hold	102	–	–	0.04%	83
2024 Q1	$53.4K	Buy	102 +1	+1%	+$498	0.04%	86
2023 Q4	$48K	Hold	101	–	–	0.05%	85
2023 Q3	$43.2K	Buy	101 +7	+7%	+$3.11K	0.05%	79
2023 Q2	$41.7K	Buy	+94	New	+$39.5K	0.04%	83

Other funds holding SPY

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sanctuary Wealth Management's SPY Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 23% in Q4 2024, selling an estimated $22.4K and leaving 130 shares worth $76.2K. The position accounts for 0.05% of the portfolio, ranked #74.

Sanctuary Wealth Management first reported a position in SPY in Q2 2023 and has held it in 7 quarters since. The position peaked at $96.4K in Q3 2024. 4,228 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

Sanctuary Wealth Management held 130 shares of State Street SPDR S&P 500 ETF Trust worth $76.2K as of Q4 2024.
Sanctuary Wealth Management sold 38 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $22.4K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Sanctuary Wealth Management's portfolio in Q4 2024, its #74 holding.
Sanctuary Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 7 quarters since.
Sanctuary Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $96.4K in Q3 2024.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.