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

Rainsberger Wealth 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 Q4	$399K	Buy	840 +50	+6%	+$22.3K	0.22%	60
2023 Q3	$338K	Buy	790 +22	+3%	+$9.79K	0.21%	63
2023 Q2	$340K	Sell	768 -16	-2%	-$6.71K	0.21%	61
2023 Q1	$321K	Buy	784 +3	+0.4%	+$1.2K	0.19%	67
2022 Q4	$299K	Buy	781 +172	+28%	+$66.1K	0.19%	69
2022 Q3	$217K	Buy	609 +29	+5%	+$11.5K	0.15%	73
2022 Q2	$219K	Buy	580 +1	+0.2%	+$410	0.16%	60
2022 Q1	$261K	Buy	579 +2	+0.3%	+$890	0.17%	62
2021 Q4	$274K	Buy	+577	New	+$265K	0.16%	63

Other funds holding SPY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Rainsberger Wealth Advisors's SPY Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.3% in Q4 2023, buying an estimated $22.3K and bringing the position to 840 shares worth $399K. The position accounts for 0.22% of the portfolio, ranked #60.

Rainsberger Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 9 quarters since. 3,681 funds tracked by Wall St. Rank hold SPY as of Q4 2023.

Rainsberger Wealth Advisors held 840 shares of State Street SPDR S&P 500 ETF Trust worth $399K as of Q4 2023.
Rainsberger Wealth Advisors bought 50 State Street SPDR S&P 500 ETF Trust shares in Q4 2023, an estimated $22.3K.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #60 holding.
Rainsberger Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 9 quarters since.
3,681 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.