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

TrinityPoint Wealth’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
2021
Q1 		– Sell
-1,000
Closed -$10K – 255
2020
Q4 		$10K Buy
1,000
+400
+67% +$142K ﹤0.01% 229
2020
Q3 		$4K Buy
+600
New +$199K ﹤0.01% 216

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $871B 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TrinityPoint Wealth's SPY Position: Q4 2024 in Review

TrinityPoint Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q4 2024, buying an estimated $591K and bringing the position to 6,717 shares worth $3.94M. The position accounts for 0.55% of the portfolio, ranked #44.

TrinityPoint Wealth first reported a position in SPY in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.04M in Q4 2022. 4,228 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

  • TrinityPoint Wealth held 6,717 shares of State Street SPDR S&P 500 ETF Trust worth $3.94M as of Q4 2024.
  • TrinityPoint Wealth bought 1,003 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $591K.
  • State Street SPDR S&P 500 ETF Trust made up 0.55% of TrinityPoint Wealth's portfolio in Q4 2024, its #44 holding.
  • TrinityPoint Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $5.04M in Q4 2022.
  • 4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.