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Chessman Wealth Strategies RIA’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-3
Closed -$1K – 153
2018
Q3 		$1K Buy
+3
New +$854 ﹤0.01% 190

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chessman Wealth Strategies RIA's SPY Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2018, closing a stake of 3 shares — an estimated $1K sold.

Chessman Wealth Strategies RIA first reported a position in SPY in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 2,200 funds tracked by Wall St. Rank hold SPY as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 3 State Street SPDR S&P 500 ETF Trust shares in Q4 2018, an estimated $1K.
  • Chessman Wealth Strategies RIA first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's State Street SPDR S&P 500 ETF Trust position peaked at $1K in Q3 2018.
  • 2,200 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.