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

Walden Wealth 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
2024 Q2	$1.9M	Hold	3,482	–	–	1.06%	19
2024 Q1	$1.79M	Buy	3,482 +1	+0%	+$498	1.04%	19
2023 Q4	$1.65M	Buy	+3,481	New	+$1.55M	1.04%	21

Other funds holding SPY

LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Walden Wealth Partners's SPY Position: Q2 2024 in Review

Walden Wealth Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2024 at 3,482 shares worth $1.9M. The position accounts for 1.06% of the portfolio, ranked #19.

Walden Wealth Partners first reported a position in SPY in Q4 2023 and has held it in 3 quarters since. 3,751 funds tracked by Wall St. Rank hold SPY as of Q2 2024.

Walden Wealth Partners held 3,482 shares of State Street SPDR S&P 500 ETF Trust worth $1.9M as of Q2 2024.
Walden Wealth Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2024.
State Street SPDR S&P 500 ETF Trust made up 1.06% of Walden Wealth Partners's portfolio in Q2 2024, its #19 holding.
Walden Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 3 quarters since.
3,751 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.