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

Fullen Financial Group’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 Q1	$240K	Buy	578 +3	+0.5%	+$1.2K	0.13%	55
2022 Q4	$234K	Sell	575 -169	-23%	-$65K	0.13%	55
2022 Q3	$287K	Buy	744 +25	+3%	+$9.93K	0.18%	51
2022 Q2	$271K	Buy	719 +2	+0.3%	+$819	0.17%	52
2022 Q1	$324K	Buy	717 +3	+0.4%	+$1.34K	0.19%	50
2021 Q4	$339K	Buy	714 +101	+16%	+$46.4K	0.19%	50
2021 Q3	$279K	Sell	613 -8	-1%	-$3.53K	0.16%	52
2021 Q2	$266K	Sell	621 -17	-3%	-$7.1K	0.16%	53
2021 Q1	$253K	Buy	638 +21	+3%	+$8.1K	0.16%	53
2020 Q4	$231K	Buy	617 +1	+0.2%	+$355	0.16%	55
2020 Q3	$206K	Buy	+616	New	+$204K	0.16%	55

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Fullen Financial Group's SPY Position: Q1 2023 in Review

Fullen Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.52% in Q1 2023, buying an estimated $1.2K and bringing the position to 578 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #55.

Fullen Financial Group first reported a position in SPY in Q3 2020 and has held it in 11 quarters since. The position peaked at $339K in Q4 2021. 3,253 funds tracked by Wall St. Rank hold SPY as of Q1 2023.

Fullen Financial Group held 578 shares of State Street SPDR S&P 500 ETF Trust worth $240K as of Q1 2023.
Fullen Financial Group bought 3 State Street SPDR S&P 500 ETF Trust shares in Q1 2023, an estimated $1.2K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Fullen Financial Group's portfolio in Q1 2023, its #55 holding.
Fullen Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 11 quarters since.
Fullen Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $339K in Q4 2021.
3,253 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.