Resource Consulting Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Resource Consulting Group’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	$1.14M	Hold	2,398	–	–	0.2%	29
2023 Q3	$1.03M	Sell	2,398 -70	-3%	-$31.1K	0.2%	28
2023 Q2	$1.09M	Buy	2,468 +6	+0.2%	+$2.52K	0.22%	30
2023 Q1	$1.01M	Hold	2,462	–	–	0.26%	12
2022 Q4	$942K	Sell	2,462 -3	-0.1%	-$1.15K	0.25%	13
2022 Q3	$880K	Hold	2,465	–	–	0.25%	15
2022 Q2	$930K	Hold	2,465	–	–	0.4%	14
2022 Q1	$1.11M	Hold	2,465	–	–	0.39%	21
2021 Q4	$1.17M	Buy	+2,465	New	+$1.13M	0.41%	15

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

Resource Consulting Group's SPY Position: Q4 2023 in Review

Resource Consulting Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2023 at 2,398 shares worth $1.14M. The position accounts for 0.2% of the portfolio, ranked #29.

Resource Consulting Group first reported a position in SPY in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.17M in Q4 2021. 3,681 funds tracked by Wall St. Rank hold SPY as of Q4 2023.

Resource Consulting Group held 2,398 shares of State Street SPDR S&P 500 ETF Trust worth $1.14M as of Q4 2023.
Resource Consulting Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2023.
State Street SPDR S&P 500 ETF Trust made up 0.2% of Resource Consulting Group's portfolio in Q4 2023, its #29 holding.
Resource Consulting Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 9 quarters since.
Resource Consulting Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.17M in Q4 2021.
3,681 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.