SFP
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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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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 $77.3B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $11.5B AUM 19.14% 1-Year Est. Return