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

Starfox Financial Services’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 Q1	$16.2M	Buy	32,197 +579	+2%	+$288K	13.77%	2
2023 Q4	$15M	Buy	31,618 +1,489	+5%	+$663K	13.9%	2
2023 Q3	$13.1M	Buy	30,129 +2,116	+8%	+$941K	14.17%	2
2023 Q2	$12.4M	Sell	28,013 -127	-0.5%	-$53.3K	12.78%	3
2023 Q1	$11.6M	Sell	28,140 -268	-0.9%	-$107K	12.09%	3
2022 Q4	$10.9M	Sell	28,408 -291	-1%	-$112K	10.84%	3
2022 Q3	$10.3M	Sell	28,699 -4,507	-14%	-$1.79M	10%	5
2022 Q2	$13.3M	Hold	33,206	–	–	10.48%	4
2022 Q1	$13.3M	Buy	33,206 +3,559	+12%	+$1.58M	10.48%	4
2021 Q4	$13.4M	Buy	+29,647	New	+$13.6M	11.67%	3

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Starfox Financial Services's SPY Position: Q1 2024 in Review

Starfox Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q1 2024, buying an estimated $288K and bringing the position to 32,197 shares worth $16.2M. The position accounts for 13.77% of the portfolio, ranked #2.

Starfox Financial Services first reported a position in SPY in Q4 2021 and has held it in 10 quarters since. 3,699 funds tracked by Wall St. Rank hold SPY as of Q1 2024.

Starfox Financial Services held 32,197 shares of State Street SPDR S&P 500 ETF Trust worth $16.2M as of Q1 2024.
Starfox Financial Services bought 579 State Street SPDR S&P 500 ETF Trust shares in Q1 2024, an estimated $288K.
State Street SPDR S&P 500 ETF Trust made up 13.77% of Starfox Financial Services's portfolio in Q1 2024, its #2 holding.
Starfox Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 10 quarters since.
3,699 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2024.

Based on Starfox Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.