Sanford Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sanford Advisory Services’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 Q4	$1.33M	Sell	3,481 -49	-1%	-$18.8K	0.32%	48
2022 Q3	$1.26M	Sell	3,530 -385	-10%	-$153K	0.36%	35
2022 Q2	$1.48M	Sell	3,915 -37	-0.9%	-$15.2K	0.42%	30
2022 Q1	$1.78M	Sell	3,952 -21	-0.5%	-$9.35K	0.49%	27
2021 Q4	$1.89M	Buy	3,973 +29	+0.7%	+$13.3K	0.43%	28
2021 Q3	$1.69M	Sell	3,944 -23	-0.6%	-$10.1K	0.42%	25
2021 Q2	$1.7M	Buy	3,967 +68	+2%	+$28.4K	0.44%	26
2021 Q1	$1.54M	Buy	3,899 +122	+3%	+$47K	0.43%	27
2020 Q4	$1.41M	Buy	+3,777	New	+$1.34M	0.45%	25

Other funds holding SPY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Sanford Advisory Services's SPY Position: Q4 2022 in Review

Sanford Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q4 2022, selling an estimated $18.8K and leaving 3,481 shares worth $1.33M. The position accounts for 0.32% of the portfolio, ranked #48.

Sanford Advisory Services first reported a position in SPY in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.89M in Q4 2021. 3,301 funds tracked by Wall St. Rank hold SPY as of Q4 2022.

Sanford Advisory Services held 3,481 shares of State Street SPDR S&P 500 ETF Trust worth $1.33M as of Q4 2022.
Sanford Advisory Services sold 49 State Street SPDR S&P 500 ETF Trust shares in Q4 2022, an estimated $18.8K.
State Street SPDR S&P 500 ETF Trust made up 0.32% of Sanford Advisory Services's portfolio in Q4 2022, its #48 holding.
Sanford Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $1.89M in Q4 2021.
3,301 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.