Sound View Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sound View Wealth Advisors’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
2019 Q1	$344K	Buy	1,218 +58	+5%	+$15.8K	0.11%	167
2018 Q4	$290K	Buy	+1,160	New	+$313K	0.11%	175

Other funds holding SPY

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Sound View Wealth Advisors's SPY Position: Q1 2019 in Review

Sound View Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5% in Q1 2019, buying an estimated $15.8K and bringing the position to 1,218 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #167.

Sound View Wealth Advisors first reported a position in SPY in Q4 2018 and has held it in 2 quarters since. 2,132 funds tracked by Wall St. Rank hold SPY as of Q1 2019.

Sound View Wealth Advisors held 1,218 shares of State Street SPDR S&P 500 ETF Trust worth $344K as of Q1 2019.
Sound View Wealth Advisors bought 58 State Street SPDR S&P 500 ETF Trust shares in Q1 2019, an estimated $15.8K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Sound View Wealth Advisors's portfolio in Q1 2019, its #167 holding.
Sound View Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 2 quarters since.
2,132 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.