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Sowa Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sowa Financial Group’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
2025
Q1 		– Sell
-11,864
Closed -$6.95M – 31
2024
Q4 		$6.95M Sell
11,864
-6,764
-36% -$3.99M 4.35% 6
2024
Q3 		$10.7M Sell
18,628
-1,760
-9% -$973K 6.76% 6
2024
Q2 		$11.1M Sell
20,388
-3,727
-15% -$1.95M 8.4% 4
2024
Q1 		$11.5M Hold
24,115
– – 9.35% 3
2023
Q4 		$11.5M Sell
24,115
-5,540
-19% -$2.47M 9.35% 3
2023
Q3 		$12.7M Sell
29,655
-2,890
-9% -$1.29M 9.52% 3
2023
Q2 		$14.4M Buy
32,545
+2,768
+9% +$1.16M 9.89% 3
2023
Q1 		$12.2M Sell
29,777
-303
-1% -$121K 8.73% 3
2022
Q4 		$11.5M Buy
30,080
+833
+3% +$320K 8.59% 3
2022
Q3 		$10.4M Buy
29,247
+1,704
+6% +$677K 8.25% 3
2022
Q2 		$10.4M Buy
27,543
+953
+4% +$390K 7.92% 3
2022
Q1 		$12M Buy
26,590
+354
+1% +$158K 7.2% 3
2021
Q4 		$12.5M Buy
26,236
+355
+1% +$163K 7.3% 3
2021
Q3 		$11.1M Buy
25,881
+703
+3% +$310K 7.21% 4
2021
Q2 		$10.8M Sell
25,178
-357
-1% -$149K 7.99% 3
2021
Q1 		$10.1M Sell
25,535
-442
-2% -$170K 7.13% 4
2020
Q4 		$9.71M Buy
25,977
+135
+0.5% +$47.9K 6.54% 4
2020
Q3 		$8.65M Buy
25,842
+1,002
+4% +$332K 6.2% 4
2020
Q2 		$7.66M Sell
24,840
-2,170
-8% -$635K 5.79% 4
2020
Q1 		$6.96M Buy
27,010
+8,016
+42% +$2.45M 6.12% 3
2019
Q4 		$6.11M Buy
+18,994
New +$5.85M 4.98% 6

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Sowa Financial Group's SPY Position: Q1 2025 in Review

Sowa Financial Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 11,864 shares — an estimated $6.95M sold.

Sowa Financial Group first reported a position in SPY in Q4 2019 and held it in 21 quarters. The position peaked at $14.4M in Q2 2023. 4,176 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

  • Sowa Financial Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Sowa Financial Group sold 11,864 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $6.95M.
  • Sowa Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and held it in 21 quarters.
  • Sowa Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $14.4M in Q2 2023.
  • 4,176 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Sowa Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.