My Legacy Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

My Legacy Advisors’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	-487	Closed	-$201K	–	212
2022 Q4	$201K	Buy	+487	New	+$187K	0.09%	204

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

My Legacy Advisors's SPY Position: Q1 2023 in Review

My Legacy Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2023, closing a stake of 487 shares — an estimated $201K sold.

My Legacy Advisors first reported a position in SPY in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 3,254 funds tracked by Wall St. Rank hold SPY as of Q1 2023.

My Legacy Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2023 after selling out during the quarter.
My Legacy Advisors sold 487 State Street SPDR S&P 500 ETF Trust shares in Q1 2023, an estimated $201K.
My Legacy Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and held it in 1 quarter.
My Legacy Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $201K in Q4 2022.
3,254 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2023.

Based on My Legacy Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.