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

Stewardship Financial Advisors’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
2021 Q1	$298K	Hold	752	–	–	0.1%	50
2020 Q4	$281K	Buy	752 +27	+4%	+$9.58K	0.1%	50
2020 Q3	$243K	Buy	+725	New	+$240K	0.1%	51

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Stewardship Financial Advisors's SPY Position: Q1 2021 in Review

Stewardship Financial Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2021 at 752 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #50.

Stewardship Financial Advisors first reported a position in SPY in Q3 2020 and has held it in 3 quarters since. 2,720 funds tracked by Wall St. Rank hold SPY as of Q1 2021.

Stewardship Financial Advisors held 752 shares of State Street SPDR S&P 500 ETF Trust worth $298K as of Q1 2021.
Stewardship Financial Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2021.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Stewardship Financial Advisors's portfolio in Q1 2021, its #50 holding.
Stewardship Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 3 quarters since.
2,720 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.