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

Fiat 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
2023 Q4	$315K	Buy	+663	New	+$295K	3.99%	9

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

Fiat Wealth Management's SPY Position: Q4 2023 in Review

Fiat Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2023: 663 shares worth $315K. The stake represents 3.99% of the portfolio and ranks #9 among its holdings.

3,682 funds tracked by Wall St. Rank hold SPY as of Q4 2023.

Fiat Wealth Management held 663 shares of State Street SPDR S&P 500 ETF Trust worth $315K as of Q4 2023.
State Street SPDR S&P 500 ETF Trust was a new Fiat Wealth Management position in Q4 2023.
State Street SPDR S&P 500 ETF Trust made up 3.99% of Fiat Wealth Management's portfolio in Q4 2023, its #9 holding.
3,682 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2023.

Based on Fiat Wealth Management's 13F filing for Q4 2023, filed 3 May 2024.