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

EisnerAmper Wealth Management Corporate Benefits’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	$376K	Sell	792 -180	-19%	-$80.2K	0.14%	52
2023 Q3	$415K	Sell	972 -53	-5%	-$23.6K	0.19%	49
2023 Q2	$454K	Buy	1,025 +343	+50%	+$144K	0.22%	40
2023 Q1	$279K	Sell	682 -214	-24%	-$85.4K	0.13%	48
2022 Q4	$343K	Sell	896 -81	-8%	-$31.1K	0.18%	45
2022 Q3	$349K	Buy	977 +180	+23%	+$71.5K	0.2%	35
2022 Q2	$301K	Hold	797	–	–	0.16%	38
2022 Q1	$360K	Hold	797	–	–	0.17%	40
2021 Q4	$379K	Hold	797	–	–	0.17%	37
2021 Q3	$342K	Buy	797 +125	+19%	+$55.1K	0.17%	40
2021 Q2	$288K	Sell	672 -569	-46%	-$238K	0.15%	44
2021 Q1	$492K	Buy	1,241 +501	+68%	+$193K	0.27%	35
2020 Q4	$277K	Buy	740 +2	+0.3%	+$710	0.16%	43
2020 Q3	$247K	Buy	738 +83	+13%	+$27.5K	0.16%	41
2020 Q2	$202K	Buy	+655	New	+$192K	0.14%	43

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

EisnerAmper Wealth Management Corporate Benefits's SPY Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q4 2023, selling an estimated $80.2K and leaving 792 shares worth $376K. The position accounts for 0.14% of the portfolio, ranked #52.

EisnerAmper Wealth Management Corporate Benefits first reported a position in SPY in Q2 2020 and has held it in 15 quarters since. The position peaked at $492K in Q1 2021. 3,681 funds tracked by Wall St. Rank hold SPY as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 792 shares of State Street SPDR S&P 500 ETF Trust worth $376K as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits sold 180 State Street SPDR S&P 500 ETF Trust shares in Q4 2023, an estimated $80.2K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #52 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 15 quarters since.
EisnerAmper Wealth Management Corporate Benefits's State Street SPDR S&P 500 ETF Trust position peaked at $492K in Q1 2021.
3,681 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.