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

Nauset 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 Q1	$343K	Sell	760 -165	-18%	-$73.5K	0.27%	46
2021 Q4	$440K	Buy	+925	New	+$425K	0.42%	36

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

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

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

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

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

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

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

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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Nauset Wealth Management's SPY Position: Q1 2022 in Review

Nauset Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q1 2022, selling an estimated $73.5K and leaving 760 shares worth $343K. The position accounts for 0.27% of the portfolio, ranked #46.

Nauset Wealth Management first reported a position in SPY in Q4 2021 and has held it in 2 quarters since. The position peaked at $440K in Q4 2021. 3,135 funds tracked by Wall St. Rank hold SPY as of Q1 2022.

Nauset Wealth Management held 760 shares of State Street SPDR S&P 500 ETF Trust worth $343K as of Q1 2022.
Nauset Wealth Management sold 165 State Street SPDR S&P 500 ETF Trust shares in Q1 2022, an estimated $73.5K.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Nauset Wealth Management's portfolio in Q1 2022, its #46 holding.
Nauset Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 2 quarters since.
Nauset Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $440K in Q4 2021.
3,135 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.