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

Sweet Financial Partners’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 Q3	$320K	Buy	558 +5	+0.9%	+$2.77K	0.07%	161
2024 Q2	$301K	Hold	553	–	–	0.07%	163
2024 Q1	$289K	Sell	553 -44	-7%	-$21.9K	0.07%	167
2023 Q4	$284K	Buy	597 +14	+2%	+$6.24K	0.07%	161
2023 Q3	$249K	Buy	583 +4	+0.7%	+$1.78K	0.07%	154
2023 Q2	$257K	Buy	579 +18	+3%	+$7.55K	0.07%	155
2023 Q1	$230K	Buy	+561	New	+$224K	0.06%	162
2022 Q3	–	Sell	-566	Closed	-$214K	–	177
2022 Q2	$214K	Sell	566 -84	-13%	-$34.4K	0.07%	156
2022 Q1	$294K	Buy	650 +104	+19%	+$46.3K	0.08%	136
2021 Q4	$259K	Buy	+546	New	+$251K	0.11%	124

Other funds holding SPY

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Sweet Financial Partners's SPY Position: Q3 2024 in Review

Sweet Financial Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.9% in Q3 2024, buying an estimated $2.77K and bringing the position to 558 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #161.

Sweet Financial Partners first reported a position in SPY in Q4 2021 and has held it in 10 quarters since. 3,803 funds tracked by Wall St. Rank hold SPY as of Q3 2024.

Sweet Financial Partners held 558 shares of State Street SPDR S&P 500 ETF Trust worth $320K as of Q3 2024.
Sweet Financial Partners bought 5 State Street SPDR S&P 500 ETF Trust shares in Q3 2024, an estimated $2.77K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Sweet Financial Partners's portfolio in Q3 2024, its #161 holding.
Sweet Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 10 quarters since.
3,803 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.