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

Oak Point 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
2018 Q1	$56K	Buy	+216	New	+$59K	0.06%	106

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Point Wealth Management's SPY Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2018: 216 shares worth $56K. The stake represents 0.06% of the portfolio and ranks #106 among its holdings.

1,918 funds tracked by Wall St. Rank hold SPY as of Q1 2018.

Oak Point Wealth Management held 216 shares of State Street SPDR S&P 500 ETF Trust worth $56K as of Q1 2018.
State Street SPDR S&P 500 ETF Trust was a new Oak Point Wealth Management position in Q1 2018.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Oak Point Wealth Management's portfolio in Q1 2018, its #106 holding.
1,918 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.