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Steward Partners Investment Solutions’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Steward Partners Investment Solutions’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 		$11.8M Buy
22,653
+2,015
+10% +$1M 1.99% 9
2023
Q4 		$9.81M Buy
+20,638
New +$9.19M 4.09% 7

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $40.1B AUM 58.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Steward Partners Investment Solutions's SPY Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.8% in Q1 2024, buying an estimated $1M and bringing the position to 22,653 shares worth $11.8M. The position accounts for 1.99% of the portfolio, ranked #9.

Steward Partners Investment Solutions first reported a position in SPY in Q4 2023 and has held it in 2 quarters since. 3,693 funds tracked by Wall St. Rank hold SPY as of Q1 2024.

  • Steward Partners Investment Solutions held 22,653 shares of State Street SPDR S&P 500 ETF Trust worth $11.8M as of Q1 2024.
  • Steward Partners Investment Solutions bought 2,015 State Street SPDR S&P 500 ETF Trust shares in Q1 2024, an estimated $1M.
  • State Street SPDR S&P 500 ETF Trust made up 1.99% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #9 holding.
  • Steward Partners Investment Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 2 quarters since.
  • 3,693 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.