Rinet Company’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Rinet Company’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	$2.65M	Buy	6,167 +1,826	+42%	+$805K	0.5%	24
2021 Q2	$1.86M	Sell	4,341 -495	-10%	-$207K	0.35%	26
2021 Q1	$1.92M	Buy	4,836 +3,997	+476%	+$1.54M	0.39%	27
2020 Q4	$314K	Hold	839	–	–	0.09%	27
2020 Q3	$281K	Buy	839 +114	+16%	+$37.8K	0.09%	25
2020 Q2	$224K	Buy	+725	New	+$212K	0.08%	26
2020 Q1	–	Sell	-725	Closed	-$233K	–	28
2019 Q4	$233K	Buy	+725	New	+$223K	0.06%	25

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rinet Company's SPY Position: Q3 2021 in Review

Rinet Company increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 42% in Q3 2021, buying an estimated $805K and bringing the position to 6,167 shares worth $2.65M. The position accounts for 0.5% of the portfolio, ranked #24.

Rinet Company first reported a position in SPY in Q4 2019 and has held it in 7 quarters since. 2,748 funds tracked by Wall St. Rank hold SPY as of Q3 2021.

Rinet Company held 6,167 shares of State Street SPDR S&P 500 ETF Trust worth $2.65M as of Q3 2021.
Rinet Company bought 1,826 State Street SPDR S&P 500 ETF Trust shares in Q3 2021, an estimated $805K.
State Street SPDR S&P 500 ETF Trust made up 0.5% of Rinet Company's portfolio in Q3 2021, its #24 holding.
Rinet Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 7 quarters since.
2,748 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.