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

US Financial Advisors’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
2025
Q1 		$11M Buy
19,691
+64
+0.3% +$37.6K 3.26% 8
2024
Q4 		$11.5M Sell
19,627
-409
-2% -$241K 3.54% 8
2024
Q3 		$11.5M Buy
20,036
+420
+2% +$232K 3.58% 8
2024
Q2 		$10.7M Sell
19,616
-942
-5% -$493K 3.58% 6
2024
Q1 		$10.8M Sell
20,558
-145
-0.7% -$72.2K 3.72% 8
2023
Q4 		$9.84M Sell
20,703
-204
-1% -$90.9K 3.67% 9
2023
Q3 		$8.94M Buy
20,907
+29
+0.1% +$12.9K 3.71% 8
2023
Q2 		$9.25M Sell
20,878
-155
-0.7% -$65.1K 3.93% 8
2023
Q1 		$8.61M Buy
21,033
+612
+3% +$244K 3.84% 10
2022
Q4 		$7.81M Sell
20,421
-3,575
-15% -$1.37M 3.92% 8
2022
Q3 		$8.57M Buy
23,996
+5,016
+26% +$1.99M 4.8% 6
2022
Q2 		$7.16M Sell
18,980
-836
-4% -$342K 4.02% 9
2022
Q1 		$8.95M Buy
19,816
+813
+4% +$362K 4.3% 7
2021
Q4 		$9.03M Sell
19,003
-325
-2% -$149K 4.11% 8
2021
Q3 		$8.29M Sell
19,328
-558
-3% -$246K 4.11% 10
2021
Q2 		$8.51M Sell
19,886
-21,089
-51% -$8.8M 4.15% 9
2021
Q1 		$16.2M Sell
40,975
-334
-0.8% -$129K 4.51% 5
2020
Q4 		$15.4M Buy
+41,309
New +$14.7M 4.66% 5
2016
Q2 		$597K Hold
2,903
– – 1.2% 22
2016
Q1 		$597K Sell
2,903
-242
-8% -$47.2K 1.04% 22
2015
Q4 		$641K Hold
3,145
– – 0.61% 30
2015
Q3 		$603K Buy
3,145
+186
+6% +$37.7K 1% 20
2015
Q2 		$609K Hold
2,959
– – 0.57% 23
2015
Q1 		$611K Sell
2,959
-1,800
-38% -$371K 0.56% 26
2014
Q4 		$978K Buy
+4,759
New +$957K 0.87% 21

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

US Financial Advisors's SPY Position: Q1 2025 in Review

US Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.33% in Q1 2025, buying an estimated $37.6K and bringing the position to 19,691 shares worth $11M. The position accounts for 3.26% of the portfolio, ranked #8.

US Financial Advisors first reported a position in SPY in Q4 2014 and has held it in 25 quarters since. The position peaked at $16.2M in Q1 2021. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

  • US Financial Advisors held 19,691 shares of State Street SPDR S&P 500 ETF Trust worth $11M as of Q1 2025.
  • US Financial Advisors bought 64 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $37.6K.
  • State Street SPDR S&P 500 ETF Trust made up 3.26% of US Financial Advisors's portfolio in Q1 2025, its #8 holding.
  • US Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 25 quarters since.
  • US Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $16.2M in Q1 2021.
  • 4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.