Spectrum Wealth Counsel’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Spectrum Wealth Counsel's SPY Position: Q1 2025 in Review
Spectrum Wealth Counsel reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.89% in Q1 2025, selling an estimated $1.1M and leaving 208,198 shares worth $116M. The position accounts for 13.98% of the portfolio, ranked #1.
Spectrum Wealth Counsel first reported a position in SPY in Q4 2023 and has held it in 6 quarters since. The position peaked at $123M in Q4 2024. 4,171 funds tracked by Wall St. Rank hold SPY as of Q1 2025.
- Spectrum Wealth Counsel held 208,198 shares of State Street SPDR S&P 500 ETF Trust worth $116M as of Q1 2025.
- Spectrum Wealth Counsel sold 1,872 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $1.1M.
- State Street SPDR S&P 500 ETF Trust made up 13.98% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #1 holding.
- Spectrum Wealth Counsel first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 6 quarters since.
- Spectrum Wealth Counsel's State Street SPDR S&P 500 ETF Trust position peaked at $123M 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 Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.