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

WR Wealth Planners’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
Q4 		$33.4M Buy
56,913
+2,018
+4% +$1.19M 10.72% 1
2024
Q3 		$31.5M Sell
54,895
-407
-0.7% -$225K 8.76% 1
2024
Q2 		$30.1M Sell
55,302
-860
-2% -$450K 9.18% 1
2024
Q1 		$29.4M Buy
56,162
+19,904
+55% +$9.91M 9.13% 1
2023
Q4 		$17.2M Buy
36,258
+195
+0.5% +$86.9K 6.41% 2
2023
Q3 		$15.4M Buy
36,063
+6,904
+24% +$3.07M 5.87% 2
2023
Q2 		$12.9M Buy
29,159
+1,662
+6% +$698K 5.01% 2
2023
Q1 		$11.3M Sell
27,497
-940
-3% -$375K 4.86% 2
2022
Q4 		$10.9M Buy
28,437
+1,060
+4% +$407K 6.7% 2
2022
Q3 		$9.78M Buy
27,377
+576
+2% +$229K 6.88% 2
2022
Q2 		$10.1M Buy
26,801
+4,604
+21% +$1.89M 6.66% 2
2022
Q1 		$10M Buy
+22,197
New +$9.88M 5.97% 2

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 $1.88B AUM 29.07% 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

WR Wealth Planners's SPY Position: Q4 2024 in Review

WR Wealth Planners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.7% in Q4 2024, buying an estimated $1.19M and bringing the position to 56,913 shares worth $33.4M. The position accounts for 10.72% of the portfolio, ranked #1.

WR Wealth Planners first reported a position in SPY in Q1 2022 and has held it in 12 quarters since. 4,229 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

  • WR Wealth Planners held 56,913 shares of State Street SPDR S&P 500 ETF Trust worth $33.4M as of Q4 2024.
  • WR Wealth Planners bought 2,018 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $1.19M.
  • State Street SPDR S&P 500 ETF Trust made up 10.72% of WR Wealth Planners's portfolio in Q4 2024, its #1 holding.
  • WR Wealth Planners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 12 quarters since.
  • 4,229 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.