Sensible Financial Planning & Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,453
| Closed | -$1.98M | – | 44 |
|
|
2024
Q3 | $1.98M | Buy |
+3,453
| New | +$1.91M | 0.39% | 26 |
|
|
2022
Q4 | – | Sell |
-3,551
| Closed | -$1.27M | – | 40 |
|
|
2022
Q3 | $1.27M | Buy |
3,551
+1
| +0% | +$397 | 0.33% | 25 |
|
|
2022
Q2 | $1.34M | Sell |
3,550
-5
| -0.1% | -$2.05K | 0.34% | 28 |
|
|
2022
Q1 | $1.61M | Sell |
3,555
-10
| -0.3% | -$4.45K | 0.43% | 27 |
|
|
2021
Q4 | $1.69M | Sell |
3,565
-11
| -0.3% | -$5.05K | 0.48% | 25 |
|
|
2021
Q3 | $1.53M | Sell |
3,576
-4
| -0.1% | -$1.76K | 0.5% | 26 |
|
|
2021
Q2 | $1.53M | Buy |
3,580
+331
| +10% | +$138K | 0.52% | 27 |
|
|
2021
Q1 | $1.29M | Sell |
3,249
-4
| -0.1% | -$1.54K | 0.47% | 28 |
|
|
2020
Q4 | $1.22M | Sell |
3,253
-225
| -6% | -$79.8K | 0.45% | 27 |
|
|
2020
Q3 | $1.17M | Hold |
3,478
| – | – | 0.48% | 25 |
|
|
2020
Q2 | $1.07M | Buy |
3,478
+217
| +7% | +$63.5K | 0.46% | 25 |
|
|
2020
Q1 | $841K | Sell |
3,261
-902
| -22% | -$275K | 0.4% | 24 |
|
|
2019
Q4 | $1.34M | Sell |
4,163
-3
| -0.1% | -$924 | 0.56% | 25 |
|
|
2019
Q3 | $1.24M | Sell |
4,166
-359
| -8% | -$106K | 0.53% | 23 |
|
|
2019
Q2 | $1.33M | Buy |
4,525
+964
| +27% | +$278K | 0.57% | 22 |
|
|
2019
Q1 | $1.01M | Sell |
3,561
-74
| -2% | -$20.1K | 0.46% | 22 |
|
|
2018
Q4 | $908K | Hold |
3,635
| – | – | 0.44% | 22 |
|
|
2018
Q3 | $1.06M | Buy |
3,635
+1
| +0% | +$285 | 0.49% | 20 |
|
|
2018
Q2 | $986K | Hold |
3,634
| – | – | 0.47% | 20 |
|
|
2018
Q1 | $956K | Buy |
3,634
+77
| +2% | +$21K | 0.46% | 18 |
|
|
2017
Q4 | $949K | Buy |
3,557
+38
| +1% | +$9.88K | 0.48% | 16 |
|
|
2017
Q3 | $884K | Sell |
3,519
-336
| -9% | -$82.8K | 0.49% | 16 |
|
|
2017
Q2 | $932K | Hold |
3,855
| – | – | 0.58% | 14 |
|
|
2017
Q1 | $909K | Sell |
3,855
-6
| -0.2% | -$1.39K | 0.59% | 13 |
|
|
2016
Q4 | $863K | Sell |
3,861
-12
| -0.3% | -$2.62K | 0.6% | 13 |
|
|
2016
Q3 | $838K | Hold |
3,873
| – | – | 0.58% | 13 |
|
|
2016
Q2 | $811K | Buy |
3,873
+377
| +11% | +$78.2K | 0.57% | 14 |
|
|
2016
Q1 | $718K | Hold |
3,496
| – | – | 0.52% | 15 |
|
|
2015
Q4 | $713K | Buy |
3,496
+85
| +2% | +$17.5K | 0.54% | 15 |
|
|
2015
Q3 | $654K | Hold |
3,411
| – | – | 0.51% | 15 |
|
|
2015
Q2 | $702K | Buy |
3,411
+25
| +0.7% | +$5.26K | 0.58% | 17 |
|
|
2015
Q1 | $699K | Buy |
3,386
+899
| +36% | +$186K | 0.64% | 18 |
|
|
2014
Q4 | $511K | Hold |
2,487
| – | – | 0.52% | 23 |
|
|
2014
Q3 | $490K | Buy |
+2,487
| New | +$492K | 0.43% | 20 |
|
Other funds holding SPY
CM
Sensible Financial Planning & Management's SPY Position: Q4 2024 in Review
Sensible Financial Planning & Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2024, closing a stake of 3,453 shares — an estimated $1.98M sold.
Sensible Financial Planning & Management first reported a position in SPY in Q3 2014 and held it in 34 quarters. The position peaked at $1.98M in Q3 2024. 4,228 funds tracked by Wall St. Rank hold SPY as of Q4 2024.
- Sensible Financial Planning & Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2024 after selling out during the quarter.
- Sensible Financial Planning & Management sold 3,453 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $1.98M.
- Sensible Financial Planning & Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2014 and held it in 34 quarters.
- Sensible Financial Planning & Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.98M 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 Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.