H&H Retirement Design & Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

H&H Retirement Design & 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
2020 Q2	–	Sell	-825	Closed	-$213K	–	48
2020 Q1	$213K	Buy	+825	New	+$252K	0.2%	44

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

H&H Retirement Design & Management's SPY Position: Q2 2020 in Review

H&H Retirement Design & Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2020, closing a stake of 825 shares — an estimated $213K sold.

H&H Retirement Design & Management first reported a position in SPY in Q1 2020 and held it in 1 quarter. The position peaked at $213K in Q1 2020. 2,409 funds tracked by Wall St. Rank hold SPY as of Q2 2020.

H&H Retirement Design & Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2020 after selling out during the quarter.
H&H Retirement Design & Management sold 825 State Street SPDR S&P 500 ETF Trust shares in Q2 2020, an estimated $213K.
H&H Retirement Design & Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and held it in 1 quarter.
H&H Retirement Design & Management's State Street SPDR S&P 500 ETF Trust position peaked at $213K in Q1 2020.
2,409 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2020.

Based on H&H Retirement Design & Management's 13F filing for Q2 2020, filed 17 Jul 2020.