Kula Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kula Investments’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	$9.16M	Buy	22,368 +15,010	+204%	+$5.99M	2.26%	1
2022 Q4	$2.81M	Buy	+7,358	New	+$2.83M	0.83%	3

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

Kula Investments's SPY Position: Q1 2023 in Review

Kula Investments increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 204% in Q1 2023, buying an estimated $5.99M and bringing the position to 22,368 shares worth $9.16M. The position accounts for 2.26% of the portfolio, ranked #1.

Kula Investments first reported a position in SPY in Q4 2022 and has held it in 2 quarters since. 3,253 funds tracked by Wall St. Rank hold SPY as of Q1 2023.

Kula Investments held 22,368 shares of State Street SPDR S&P 500 ETF Trust worth $9.16M as of Q1 2023.
Kula Investments bought 15,010 State Street SPDR S&P 500 ETF Trust shares in Q1 2023, an estimated $5.99M.
State Street SPDR S&P 500 ETF Trust made up 2.26% of Kula Investments's portfolio in Q1 2023, its #1 holding.
Kula Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 2 quarters since.
3,253 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.