SFS
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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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return