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Retirement Planning Company of New England’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-84
Closed -$39K – 780
2021
Q4 		$39K Buy
+84
New +$38.6K 0.02% 446

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Retirement Planning Company of New England's SPY Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2022, closing a stake of 84 shares — an estimated $39K sold.

Retirement Planning Company of New England first reported a position in SPY in Q4 2021 and held it in 1 quarter. The position peaked at $39K in Q4 2021. 3,133 funds tracked by Wall St. Rank hold SPY as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 84 State Street SPDR S&P 500 ETF Trust shares in Q1 2022, an estimated $39K.
  • Retirement Planning Company of New England first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's State Street SPDR S&P 500 ETF Trust position peaked at $39K in Q4 2021.
  • 3,133 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.