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Stempoint Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Stempoint Capital’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 		– Sell
-9,921
Closed -$4.72M – 94
2023
Q4 		$4.72M Buy
+9,921
New +$4.42M 1.26% 30

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stempoint Capital's SPY Position: Q1 2024 in Review

Stempoint Capital sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2024, closing a stake of 9,921 shares — an estimated $4.72M sold.

Stempoint Capital first reported a position in SPY in Q4 2023 and held it in 1 quarter. The position peaked at $4.72M in Q4 2023. 3,692 funds tracked by Wall St. Rank hold SPY as of Q1 2024.

  • Stempoint Capital reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2024 after selling out during the quarter.
  • Stempoint Capital sold 9,921 State Street SPDR S&P 500 ETF Trust shares in Q1 2024, an estimated $4.72M.
  • Stempoint Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and held it in 1 quarter.
  • Stempoint Capital's State Street SPDR S&P 500 ETF Trust position peaked at $4.72M in Q4 2023.
  • 3,692 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2024.

Based on Stempoint Capital's 13F filing for Q1 2024, filed 14 May 2024.