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

Schechter 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
2022
Q3 		– Sell
-3,600
Closed -$1.36M – 986
2022
Q2 		$1.36M Hold
3,600
– – 0.13% 188
2022
Q1 		$1.63M Sell
3,600
-600
-14% -$267K 0.15% 151
2021
Q4 		$2M Buy
+4,200
New +$1.93M 0.18% 119

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Schechter Investment Advisors's SPY Position: Q1 2025 in Review

Schechter Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.6% in Q1 2025, selling an estimated $2.54M and leaving 52,288 shares worth $29.2M. The position accounts for 2.41% of the portfolio, ranked #7.

Schechter Investment Advisors first reported a position in SPY in Q4 2021 and has held it in 14 quarters since. The position peaked at $33.2M in Q4 2024. 4,171 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

  • Schechter Investment Advisors held 52,288 shares of State Street SPDR S&P 500 ETF Trust worth $29.2M as of Q1 2025.
  • Schechter Investment Advisors sold 4,328 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $2.54M.
  • State Street SPDR S&P 500 ETF Trust made up 2.41% of Schechter Investment Advisors's portfolio in Q1 2025, its #7 holding.
  • Schechter Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $33.2M in Q4 2024.
  • 4,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.