Swaine & Leidel Wealth Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Swaine & Leidel Wealth 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
2022 Q1	$4.27M	Buy	+4,266	New	+$1.9M	3.28%	4
2021 Q1	$4.27M	Buy	10,763 +114	+1%	+$44K	2.75%	5
2020 Q4	$3.98M	Buy	10,649 +152	+1%	+$53.9K	2.89%	3
2020 Q3	$3.52M	Sell	10,497 -877	-8%	-$291K	3.43%	7
2020 Q2	$3.51M	Buy	11,374 +125	+1%	+$36.6K	3.57%	6
2020 Q1	$2.9M	Sell	11,249 -1,606	-12%	-$490K	3.01%	10
2019 Q4	$4.14M	Sell	12,855 -153	-1%	-$47.1K	3.45%	2
2019 Q3	$3.86M	Sell	13,008 -280	-2%	-$82.7K	3.49%	2
2019 Q2	$3.89M	Buy	13,288 +1,245	+10%	+$359K	4.16%	2
2019 Q1	$3.4M	Buy	12,043 +5,887	+96%	+$1.6M	4.3%	4
2018 Q4	$1.7M	Buy	+6,156	New	+$1.66M	2.71%	8

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Swaine & Leidel Wealth Services's SPY Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2022: 4,266 shares worth $4.27M. The stake represents 3.28% of the portfolio and ranks #4 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in SPY as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in SPY in Q4 2018 and has held it in 11 quarters since. 3,135 funds tracked by Wall St. Rank hold SPY as of Q1 2022.

Swaine & Leidel Wealth Services held 4,266 shares of State Street SPDR S&P 500 ETF Trust worth $4.27M as of Q1 2022.
State Street SPDR S&P 500 ETF Trust was a new Swaine & Leidel Wealth Services position in Q1 2022.
State Street SPDR S&P 500 ETF Trust made up 3.28% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #4 holding.
Swaine & Leidel Wealth Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 11 quarters since.
3,135 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.