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

WMS 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
2020 Q2	–	Sell	-1,500	Closed	-$387K	–	218
2020 Q1	$387K	Buy	+1,500	New	+$458K	0.11%	112
2019 Q1	–	Sell	-3,000	Closed	-$750K	–	203
2018 Q4	$750K	Buy	+3,000	New	+$809K	0.21%	70
2018 Q1	–	Sell	-4,600	Closed	-$1.23M	–	234
2017 Q4	$1.23M	Hold	4,600	–	–	0.14%	75
2017 Q3	$1.16M	Hold	4,600	–	–	0.14%	76
2017 Q2	$1.11M	Hold	4,600	–	–	0.14%	75
2017 Q1	$1.08M	Buy	+4,600	New	+$1.07M	0.14%	73
2013 Q4	–	Sell	-6,800	Closed	-$1.14M	–	238
2013 Q3	$1.14M	Hold	6,800	–	–	0.22%	66
2013 Q2	$1.09M	Buy	+6,800	New	+$1.1M	0.2%	73

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

WMS Partners's SPY Position: Q1 2025 in Review

WMS Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 14,867 shares — an estimated $8.71M sold.

WMS Partners first reported a position in SPY in Q2 2013 and held it in 43 quarters. The position peaked at $8.71M in Q4 2024. 4,171 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

WMS Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 14,867 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $8.71M.
WMS Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and held it in 43 quarters.
WMS Partners's State Street SPDR S&P 500 ETF Trust position peaked at $8.71M in Q4 2024.
4,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.