Resolute Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Resolute Financial’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 Q4	$493K	Buy	1,288 +31	+2%	+$11.9K	0.42%	56
2022 Q3	$449K	Sell	1,257 -875	-41%	-$347K	0.43%	56
2022 Q2	$804K	Sell	2,132 -47	-2%	-$19.3K	0.7%	32
2022 Q1	$984K	Buy	2,179 +877	+67%	+$390K	0.8%	29
2021 Q4	$618K	Buy	+1,302	New	+$598K	0.46%	49

Other funds holding SPY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

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

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

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

Resolute Financial's SPY Position: Q4 2022 in Review

Resolute Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q4 2022, buying an estimated $11.9K and bringing the position to 1,288 shares worth $493K. The position accounts for 0.42% of the portfolio, ranked #56.

Resolute Financial first reported a position in SPY in Q4 2021 and has held it in 5 quarters since. The position peaked at $984K in Q1 2022. 3,301 funds tracked by Wall St. Rank hold SPY as of Q4 2022.

Resolute Financial held 1,288 shares of State Street SPDR S&P 500 ETF Trust worth $493K as of Q4 2022.
Resolute Financial bought 31 State Street SPDR S&P 500 ETF Trust shares in Q4 2022, an estimated $11.9K.
State Street SPDR S&P 500 ETF Trust made up 0.42% of Resolute Financial's portfolio in Q4 2022, its #56 holding.
Resolute Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's State Street SPDR S&P 500 ETF Trust position peaked at $984K in Q1 2022.
3,301 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.