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

KerberRose 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
2022 Q2	$293K	Buy	+776	New	+$318K	0.24%	83

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

KerberRose Wealth Management's SPY Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2022: 776 shares worth $293K. The stake represents 0.24% of the portfolio and ranks #83 among its holdings.

3,096 funds tracked by Wall St. Rank hold SPY as of Q2 2022.

KerberRose Wealth Management held 776 shares of State Street SPDR S&P 500 ETF Trust worth $293K as of Q2 2022.
State Street SPDR S&P 500 ETF Trust was a new KerberRose Wealth Management position in Q2 2022.
State Street SPDR S&P 500 ETF Trust made up 0.24% of KerberRose Wealth Management's portfolio in Q2 2022, its #83 holding.
3,096 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.