Carlsbad Wealth Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Carlsbad Wealth Advisory 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 Q2	$279K	Buy	+629	New	+$264K	0.18%	38

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Carlsbad Wealth Advisory Group's SPY Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2023: 629 shares worth $279K. The stake represents 0.18% of the portfolio and ranks #38 among its holdings.

3,299 funds tracked by Wall St. Rank hold SPY as of Q2 2023.

Carlsbad Wealth Advisory Group held 629 shares of State Street SPDR S&P 500 ETF Trust worth $279K as of Q2 2023.
State Street SPDR S&P 500 ETF Trust was a new Carlsbad Wealth Advisory Group position in Q2 2023.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #38 holding.
3,299 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.