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

Align Wealth Management’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	$19.6K	Buy	+55	New	+$21.1K	0.02%	108

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Align Wealth Management's SPY Position: Q4 2022 in Review

Align Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2022: 55 shares worth $19.6K. The stake represents 0.02% of the portfolio and ranks #108 among its holdings.

3,305 funds tracked by Wall St. Rank hold SPY as of Q4 2022.

Align Wealth Management held 55 shares of State Street SPDR S&P 500 ETF Trust worth $19.6K as of Q4 2022.
State Street SPDR S&P 500 ETF Trust was a new Align Wealth Management position in Q4 2022.
State Street SPDR S&P 500 ETF Trust made up 0.02% of Align Wealth Management's portfolio in Q4 2022, its #108 holding.
3,305 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.