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

YorkBridge 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
2022 Q4	$29.4M	Buy	76,978 +955	+1%	+$367K	7.47%	1
2022 Q3	$27.2M	Buy	76,023 +308	+0.4%	+$122K	7%	1
2022 Q2	$28.6M	Buy	75,715 +538	+0.7%	+$220K	7.47%	1
2022 Q1	$34M	Buy	75,177 +51,001	+211%	+$22.7M	7.45%	1
2021 Q4	$11.5M	Buy	24,176 +13,865	+134%	+$6.37M	2.57%	6
2021 Q3	$4.42M	Buy	10,311 +1	+0%	+$441	1.11%	21
2021 Q2	$4.41M	Sell	10,310 -1,215	-11%	-$507K	1.15%	21
2021 Q1	$4.57M	Buy	11,525 +1,929	+20%	+$744K	1.35%	17
2020 Q4	$3.59M	Buy	9,596 +4,184	+77%	+$1.48M	1.2%	21
2020 Q3	$1.81M	Buy	5,412 +411	+8%	+$136K	0.76%	38
2020 Q2	$1.54M	Sell	5,001 -1,486	-23%	-$435K	0.7%	44
2020 Q1	$1.67M	Buy	6,487 +965	+17%	+$294K	1.03%	28
2019 Q4	$1.78M	Sell	5,522 -1,695	-23%	-$522K	0.81%	38
2019 Q3	$2.14M	Buy	7,217 +44	+0.6%	+$13K	1.08%	22
2019 Q2	$2.1M	Buy	7,173 +311	+5%	+$89.6K	0.93%	24
2019 Q1	$1.94M	Sell	6,862 -33	-0.5%	-$8.96K	0.89%	28
2018 Q4	$1.72M	Buy	6,895 +75	+1%	+$20.2K	0.91%	25
2018 Q3	$1.99M	Sell	6,820 -890	-12%	-$253K	0.91%	23
2018 Q2	$2.09M	Buy	7,710 +1	+0%	+$270	0.92%	23
2018 Q1	$2.05M	Buy	7,709 +190	+3%	+$51.9K	0.94%	23
2017 Q4	$1.99M	Buy	7,519 +1,500	+25%	+$390K	0.96%	21
2017 Q3	$1.51M	Buy	6,019 +350	+6%	+$86.3K	0.78%	30
2017 Q2	$1.37M	Sell	5,669 -15,176	-73%	-$3.64M	0.73%	37
2017 Q1	$4.98M	Buy	20,845 +835	+4%	+$194K	2.6%	4
2016 Q4	$4.43M	Buy	+20,010	New	+$4.37M	2.62%	3

Other funds holding SPY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

YorkBridge Wealth Partners's SPY Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q4 2022, buying an estimated $367K and bringing the position to 76,978 shares worth $29.4M. The position accounts for 7.47% of the portfolio, ranked #1.

YorkBridge Wealth Partners first reported a position in SPY in Q4 2016 and has held it in 25 quarters since. The position peaked at $34M in Q1 2022. 3,301 funds tracked by Wall St. Rank hold SPY as of Q4 2022.

YorkBridge Wealth Partners held 76,978 shares of State Street SPDR S&P 500 ETF Trust worth $29.4M as of Q4 2022.
YorkBridge Wealth Partners bought 955 State Street SPDR S&P 500 ETF Trust shares in Q4 2022, an estimated $367K.
State Street SPDR S&P 500 ETF Trust made up 7.47% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #1 holding.
YorkBridge Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 25 quarters since.
YorkBridge Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $34M in Q1 2022.
3,301 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.