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

Meredith Wealth Planning’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 Q2	–	Sell	-1,127	Closed	-$461K	–	60
2023 Q1	$461K	Sell	1,127 -12	-1%	-$4.79K	0.37%	27
2022 Q4	$436K	Buy	+1,139	New	+$438K	0.38%	25

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Meredith Wealth Planning's SPY Position: Q2 2023 in Review

Meredith Wealth Planning sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2023, closing a stake of 1,127 shares — an estimated $461K sold.

Meredith Wealth Planning first reported a position in SPY in Q4 2022 and held it in 2 quarters. The position peaked at $461K in Q1 2023. 3,299 funds tracked by Wall St. Rank hold SPY as of Q2 2023.

Meredith Wealth Planning reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2023 after selling out during the quarter.
Meredith Wealth Planning sold 1,127 State Street SPDR S&P 500 ETF Trust shares in Q2 2023, an estimated $461K.
Meredith Wealth Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and held it in 2 quarters.
Meredith Wealth Planning's State Street SPDR S&P 500 ETF Trust position peaked at $461K in Q1 2023.
3,299 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.