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

Ledge 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
2023 Q1	–	Sell	-985	Closed	-$377K	–	74
2022 Q4	$377K	Buy	+985	New	+$379K	0.17%	57

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

Ledge Wealth Management's SPY Position: Q1 2023 in Review

Ledge Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2023, closing a stake of 985 shares — an estimated $377K sold.

Ledge Wealth Management first reported a position in SPY in Q4 2022 and held it in 1 quarter. The position peaked at $377K in Q4 2022. 3,253 funds tracked by Wall St. Rank hold SPY as of Q1 2023.

Ledge Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2023 after selling out during the quarter.
Ledge Wealth Management sold 985 State Street SPDR S&P 500 ETF Trust shares in Q1 2023, an estimated $377K.
Ledge Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and held it in 1 quarter.
Ledge Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $377K in Q4 2022.
3,253 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2023.

Based on Ledge Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.