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

Echo 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 Q3	–	Sell	-566	Closed	-$220K	–	53
2022 Q2	$220K	Hold	566	–	–	0.29%	47
2022 Q1	$248K	Buy	566 +16	+3%	+$7.12K	0.29%	45
2021 Q4	$256K	Sell	550 -72	-12%	-$33.1K	0.29%	45
2021 Q3	$272K	Sell	622 -55	-8%	-$24.3K	0.32%	43
2021 Q2	$292K	Sell	677 -63	-9%	-$26.3K	0.37%	42
2021 Q1	$293K	Sell	740 -65	-8%	-$25.1K	0.37%	45
2020 Q4	$301K	Buy	+805	New	+$286K	0.39%	40

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Echo Wealth Management's SPY Position: Q3 2022 in Review

Echo Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2022, closing a stake of 566 shares — an estimated $220K sold.

Echo Wealth Management first reported a position in SPY in Q4 2020 and held it in 7 quarters. The position peaked at $301K in Q4 2020. 3,047 funds tracked by Wall St. Rank hold SPY as of Q3 2022.

Echo Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2022 after selling out during the quarter.
Echo Wealth Management sold 566 State Street SPDR S&P 500 ETF Trust shares in Q3 2022, an estimated $220K.
Echo Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and held it in 7 quarters.
Echo Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $301K in Q4 2020.
3,047 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2022.

Based on Echo Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.