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

SWS 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 Q4	–	Sell	-668	Closed	-$383K	–	123
2024 Q3	$383K	Sell	668 -197	-23%	-$109K	0.12%	104
2024 Q2	$471K	Buy	+865	New	+$453K	0.14%	98
2018 Q2	–	Sell	-226	Closed	-$58K	–	281
2018 Q1	$58K	Sell	226 -499	-69%	-$136K	0.04%	131
2017 Q4	$193K	Buy	+725	New	+$189K	0.15%	66

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWS Partners's SPY Position: Q4 2024 in Review

SWS Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2024, closing a stake of 668 shares — an estimated $383K sold.

SWS Partners first reported a position in SPY in Q4 2017 and held it in 4 quarters. The position peaked at $471K in Q2 2024. 4,228 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

SWS Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2024 after selling out during the quarter.
SWS Partners sold 668 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $383K.
SWS Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and held it in 4 quarters.
SWS Partners's State Street SPDR S&P 500 ETF Trust position peaked at $471K in Q2 2024.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on SWS Partners's 13F filing for Q4 2024, filed 6 Feb 2025.