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

Professional 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
2021 Q3	$2.69M	Buy	6,269 +58	+0.9%	+$25.6K	1.28%	17
2021 Q2	$2.66M	Sell	6,211 -40	-0.6%	-$16.7K	1.22%	18
2021 Q1	$2.48M	Sell	6,251 -487	-7%	-$188K	1.21%	18
2020 Q4	$2.52M	Buy	+6,738	New	+$2.39M	1.02%	20
2020 Q3	–	Sell	-6,695	Closed	-$2.06M	–	95
2020 Q2	$2.06M	Buy	+6,695	New	+$1.96M	1.1%	17

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

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

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Professional Planning's SPY Position: Q3 2021 in Review

Professional Planning increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.93% in Q3 2021, buying an estimated $25.6K and bringing the position to 6,269 shares worth $2.69M. The position accounts for 1.28% of the portfolio, ranked #17.

Professional Planning first reported a position in SPY in Q2 2020 and has held it in 5 quarters since. 2,745 funds tracked by Wall St. Rank hold SPY as of Q3 2021.

Professional Planning held 6,269 shares of State Street SPDR S&P 500 ETF Trust worth $2.69M as of Q3 2021.
Professional Planning bought 58 State Street SPDR S&P 500 ETF Trust shares in Q3 2021, an estimated $25.6K.
State Street SPDR S&P 500 ETF Trust made up 1.28% of Professional Planning's portfolio in Q3 2021, its #17 holding.
Professional Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 5 quarters since.
2,745 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.