Karn Couzens & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Karn Couzens & Associates’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
2022 Q1	$963K	Hold	2,133	–	–	0.61%	29
2021 Q4	$1.01M	Hold	2,133	–	–	0.69%	24
2021 Q3	$915K	Hold	2,133	–	–	0.7%	26
2021 Q2	$913K	Sell	2,133 -10	-0.5%	-$4.17K	0.71%	26
2021 Q1	$849K	Hold	2,143	–	–	0.76%	26
2020 Q4	$801K	Buy	+2,143	New	+$760K	0.76%	26

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

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

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

Karn Couzens & Associates's SPY Position: Q1 2022 in Review

Karn Couzens & Associates held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2022 at 2,133 shares worth $963K. The position accounts for 0.61% of the portfolio, ranked #29.

Karn Couzens & Associates first reported a position in SPY in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2021. 3,132 funds tracked by Wall St. Rank hold SPY as of Q1 2022.

Karn Couzens & Associates held 2,133 shares of State Street SPDR S&P 500 ETF Trust worth $963K as of Q1 2022.
Karn Couzens & Associates left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2022.
State Street SPDR S&P 500 ETF Trust made up 0.61% of Karn Couzens & Associates's portfolio in Q1 2022, its #29 holding.
Karn Couzens & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $1.01M in Q4 2021.
3,132 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.