Alterity Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Alterity Financial Group’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
2023 Q4	$282K	Buy	+594	New	+$265K	0.4%	57
2023 Q3	–	Sell	-452	Closed	-$200K	–	76
2023 Q2	$200K	Buy	+452	New	+$190K	0.29%	76
2021 Q4	$203K	Buy	+427	New	+$196K	0.22%	90

Other funds holding SPY

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Alterity Financial Group's SPY Position: Q4 2023 in Review

Alterity Financial Group opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2023: 594 shares worth $282K. The stake represents 0.4% of the portfolio and ranks #57 among its holdings. This is a return to the name: Alterity Financial Group previously reported a position in SPY as recently as Q2 2023.

Alterity Financial Group first reported a position in SPY in Q4 2021 and has held it in 3 quarters since. 3,681 funds tracked by Wall St. Rank hold SPY as of Q4 2023.

Alterity Financial Group held 594 shares of State Street SPDR S&P 500 ETF Trust worth $282K as of Q4 2023.
State Street SPDR S&P 500 ETF Trust was a new Alterity Financial Group position in Q4 2023.
State Street SPDR S&P 500 ETF Trust made up 0.4% of Alterity Financial Group's portfolio in Q4 2023, its #57 holding.
Alterity Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 3 quarters since.
3,681 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.