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Castle Financial & Retirement Planning Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$2.9M Buy
+6,431
New +$2.95M 9.84% 2

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's SPY Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2021: 6,431 shares worth $2.9M. The stake represents 9.84% of the portfolio and ranks #2 among its holdings.

3,171 funds tracked by Wall St. Rank hold SPY as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 6,431 shares of State Street SPDR S&P 500 ETF Trust worth $2.9M as of Q4 2021.
  • State Street SPDR S&P 500 ETF Trust was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • State Street SPDR S&P 500 ETF Trust made up 9.84% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #2 holding.
  • 3,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.