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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-883
Closed -$391K 95
2023
Q2
$391K Buy
+883
New +$371K 0.25% 61

Other funds holding SPY

One Plus One Wealth Management's SPY Position: Q3 2023 in Review

One Plus One Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2023, closing a stake of 883 shares — an estimated $391K sold.

One Plus One Wealth Management first reported a position in SPY in Q2 2023 and held it in 1 quarter. The position peaked at $391K in Q2 2023. 3,316 funds tracked by Wall St. Rank hold SPY as of Q3 2023.

  • One Plus One Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2023 after selling out during the quarter.
  • One Plus One Wealth Management sold 883 State Street SPDR S&P 500 ETF Trust shares in Q3 2023, an estimated $391K.
  • One Plus One Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and held it in 1 quarter.
  • One Plus One Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $391K in Q2 2023.
  • 3,316 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2023.

Based on One Plus One Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.