Syverson Strege & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-125	Closed	-$51.4K	–	535
2023 Q1	$51.4K	Hold	125	–	–	0.02%	124
2022 Q4	$47.8K	Sell	125 -1,233	-91%	-$474K	0.02%	128
2022 Q3	$485K	Buy	1,358 +1,234	+995%	+$490K	0.25%	36
2022 Q2	$47K	Buy	124 +1	+0.8%	+$410	0.02%	133
2022 Q1	$56K	Hold	123	–	–	0.06%	115
2021 Q4	$58K	Hold	123	–	–	0.04%	128
2021 Q3	$53K	Buy	123 +1	+0.8%	+$441	0.04%	137
2021 Q2	$52K	Hold	122	–	–	0.05%	131
2021 Q1	$48K	Buy	122 +1	+0.8%	+$386	0.05%	125
2020 Q4	$45K	Buy	+121	New	+$42.9K	0.04%	117

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Syverson Strege & Co's SPY Position: Q2 2023 in Review

Syverson Strege & Co sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2023, closing a stake of 125 shares — an estimated $51.4K sold.

Syverson Strege & Co first reported a position in SPY in Q4 2020 and held it in 10 quarters. The position peaked at $485K in Q3 2022. 3,299 funds tracked by Wall St. Rank hold SPY as of Q2 2023.

Syverson Strege & Co reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 125 State Street SPDR S&P 500 ETF Trust shares in Q2 2023, an estimated $51.4K.
Syverson Strege & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's State Street SPDR S&P 500 ETF Trust position peaked at $485K in Q3 2022.
3,299 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.