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

SigFig Wealth Management’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
2024 Q3	–	Sell	-1,019	Closed	-$555K	–	128
2024 Q2	$555K	Sell	1,019 -1,452	-59%	-$760K	0.02%	103
2024 Q1	$1.29M	Sell	2,471 -1,799	-42%	-$896K	0.05%	94
2023 Q4	$2.03M	Sell	4,270 -966	-18%	-$430K	0.08%	80
2023 Q3	$2.24M	Buy	5,236 +517	+11%	+$230K	0.09%	73
2023 Q2	$2.07M	Buy	+4,719	New	+$1.98M	0.08%	73

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

SigFig Wealth Management's SPY Position: Q3 2024 in Review

SigFig Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2024, closing a stake of 1,019 shares — an estimated $555K sold.

SigFig Wealth Management first reported a position in SPY in Q2 2023 and held it in 5 quarters. The position peaked at $2.24M in Q3 2023. 3,794 funds tracked by Wall St. Rank hold SPY as of Q3 2024.

SigFig Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2024 after selling out during the quarter.
SigFig Wealth Management sold 1,019 State Street SPDR S&P 500 ETF Trust shares in Q3 2024, an estimated $555K.
SigFig Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and held it in 5 quarters.
SigFig Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.24M in Q3 2023.
3,794 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2024.

Based on SigFig Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.