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

Taylor Wealth Management 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
2022 Q2	$533K	Buy	+1,414	New	+$579K	0.3%	46
2019 Q1	–	Sell	-32	Closed	-$8K	–	106
2018 Q4	$8K	Hold	32	–	–	﹤0.01%	91
2018 Q3	$9K	Hold	32	–	–	﹤0.01%	102
2018 Q2	$9K	Buy	32 +1	+3%	+$270	﹤0.01%	112
2018 Q1	$8K	Sell	31 -21	-40%	-$5.73K	﹤0.01%	111
2017 Q4	$14K	Hold	52	–	–	0.01%	120
2017 Q3	$13K	Hold	52	–	–	0.01%	126
2017 Q2	$13K	Hold	52	–	–	0.01%	128
2017 Q1	$12K	Hold	52	–	–	0.01%	129
2016 Q4	$12K	Hold	52	–	–	0.01%	133
2016 Q3	$11K	Hold	52	–	–	﹤0.01%	126
2016 Q2	$11K	Buy	52 +31	+148%	+$6.43K	﹤0.01%	116
2016 Q1	$4K	Sell	21 -110	-84%	-$21.5K	﹤0.01%	134
2015 Q4	$27K	Buy	131 +110	+524%	+$22.6K	0.01%	91
2015 Q3	$4K	Hold	21	–	–	﹤0.01%	143
2015 Q2	$4K	Hold	21	–	–	﹤0.01%	170
2015 Q1	$4K	Buy	+21	New	+$4.33K	﹤0.01%	163

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Taylor Wealth Management Partners's SPY Position: Q2 2022 in Review

Taylor Wealth Management Partners opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2022: 1,414 shares worth $533K. The stake represents 0.3% of the portfolio and ranks #46 among its holdings. This is a return to the name: Taylor Wealth Management Partners previously reported a position in SPY as recently as Q4 2018.

Taylor Wealth Management Partners first reported a position in SPY in Q1 2015 and has held it in 17 quarters since. 3,093 funds tracked by Wall St. Rank hold SPY as of Q2 2022.

Taylor Wealth Management Partners held 1,414 shares of State Street SPDR S&P 500 ETF Trust worth $533K as of Q2 2022.
State Street SPDR S&P 500 ETF Trust was a new Taylor Wealth Management Partners position in Q2 2022.
State Street SPDR S&P 500 ETF Trust made up 0.3% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #46 holding.
Taylor Wealth Management Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2015 and has held it in 17 quarters since.
3,093 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.