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

Symphony Financial 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
2024
Q4 		– Sell
-517
Closed -$297K – 87
2024
Q3 		$297K Buy
+517
New +$286K 0.25% 55

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Bank of America
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Koshinski Asset Management
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CM
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Symphony Financial Services's SPY Position: Q4 2024 in Review

Symphony Financial Services sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2024, closing a stake of 517 shares — an estimated $297K sold.

Symphony Financial Services first reported a position in SPY in Q3 2024 and held it in 1 quarter. The position peaked at $297K in Q3 2024. 4,229 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

  • Symphony Financial Services reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2024 after selling out during the quarter.
  • Symphony Financial Services sold 517 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $297K.
  • Symphony Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and held it in 1 quarter.
  • Symphony Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $297K in Q3 2024.
  • 4,229 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on Symphony Financial Services's 13F filing for Q4 2024, filed 6 Feb 2025.