Stonebridge Financial Planning Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Stonebridge Financial Planning Group’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
2022 Q1	–	Sell	-89	Closed	-$39K	–	331
2021 Q4	$39K	Hold	89	–	–	0.02%	235
2021 Q3	$41K	Hold	89	–	–	0.02%	237
2021 Q2	$39K	Sell	89 -47	-35%	-$19.6K	0.02%	234
2021 Q1	$56K	Sell	136 -50	-27%	-$19.3K	0.03%	202
2020 Q4	$70K	Hold	186	–	–	0.04%	173
2020 Q3	$65K	Hold	186	–	–	0.05%	163
2020 Q2	$58K	Hold	186	–	–	0.05%	166
2020 Q1	$51K	Hold	186	–	–	0.05%	169
2019 Q4	$60K	Buy	+186	New	+$57.3K	0.05%	164

Other funds holding SPY

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

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

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

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Stonebridge Financial Planning Group's SPY Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2022, closing a stake of 89 shares — an estimated $39K sold.

Stonebridge Financial Planning Group first reported a position in SPY in Q4 2019 and held it in 9 quarters. The position peaked at $70K in Q4 2020. 3,133 funds tracked by Wall St. Rank hold SPY as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 89 State Street SPDR S&P 500 ETF Trust shares in Q1 2022, an estimated $39K.
Stonebridge Financial Planning Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's State Street SPDR S&P 500 ETF Trust position peaked at $70K in Q4 2020.
3,133 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.