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
2024 Q3	–	Sell	-100	Closed	-$54.4K	–	700
2024 Q2	$54.4K	Buy	+100	New	+$52.3K	﹤0.01%	591
2022 Q4	–	Sell	-400	Closed	-$143K	–	890
2022 Q3	$143K	Sell	400 -3,000	-88%	-$1.19M	0.01%	872
2022 Q2	$1.28M	Sell	3,400 -300	-8%	-$123K	0.12%	205
2022 Q1	$1.67M	Sell	3,700 -1,000	-21%	-$445K	0.16%	141
2021 Q4	$2.23M	Buy	+4,700	New	+$2.16M	0.2%	95

Other funds holding SPY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.