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

Financial Management Concepts’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	$502K	Sell	1,057 -32	-3%	-$14.7K	0.37%	24
2021 Q3	$467K	Sell	1,089 -35	-3%	-$15.4K	0.37%	20
2021 Q2	$493K	Sell	1,124 -141	-11%	-$58.9K	0.4%	20
2021 Q1	$502K	Buy	+1,265	New	+$488K	0.45%	20

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Financial Management Concepts's SPY Position: Q4 2021 in Review

Financial Management Concepts reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q4 2021, selling an estimated $14.7K and leaving 1,057 shares worth $502K. The position accounts for 0.37% of the portfolio, ranked #24.

Financial Management Concepts first reported a position in SPY in Q1 2021 and has held it in 4 quarters since. 3,170 funds tracked by Wall St. Rank hold SPY as of Q4 2021.

Financial Management Concepts held 1,057 shares of State Street SPDR S&P 500 ETF Trust worth $502K as of Q4 2021.
Financial Management Concepts sold 32 State Street SPDR S&P 500 ETF Trust shares in Q4 2021, an estimated $14.7K.
State Street SPDR S&P 500 ETF Trust made up 0.37% of Financial Management Concepts's portfolio in Q4 2021, its #24 holding.
Financial Management Concepts first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 4 quarters since.
3,170 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.