Westfield Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-590
Closed -$346K 275
2024
Q4
$346K Buy
+590
New +$348K ﹤0.01% 235
2022
Q1
Sell
-626
Closed -$297K 257
2021
Q4
$297K Buy
+626
New +$287K ﹤0.01% 243
2019
Q1
Sell
-1,980
Closed -$495K 276
2018
Q4
$495K Buy
+1,980
New +$534K ﹤0.01% 231

Other funds holding SPY

Westfield Capital Management's SPY Position: Q1 2025 in Review

Westfield Capital Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 590 shares — an estimated $346K sold.

Westfield Capital Management first reported a position in SPY in Q4 2018 and held it in 3 quarters. The position peaked at $495K in Q4 2018. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

  • Westfield Capital Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Westfield Capital Management sold 590 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $346K.
  • Westfield Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and held it in 3 quarters.
  • Westfield Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $495K in Q4 2018.
  • 4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Westfield Capital Management's 13F filing for Q1 2025, filed 9 May 2025.