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

Soundmark 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
2021 Q4	–	Sell	-709	Closed	-$304K	–	71
2021 Q3	$304K	Sell	709 -32	-4%	-$14.1K	0.11%	57
2021 Q2	$317K	Sell	741 -128	-15%	-$53.4K	0.13%	50
2021 Q1	$346K	Buy	869 +27	+3%	+$10.4K	0.19%	47
2020 Q4	$315K	Buy	+842	New	+$299K	0.2%	49

Other funds holding SPY

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Soundmark Wealth Management's SPY Position: Q4 2021 in Review

Soundmark Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2021, closing a stake of 709 shares — an estimated $304K sold.

Soundmark Wealth Management first reported a position in SPY in Q4 2020 and held it in 4 quarters. The position peaked at $346K in Q1 2021. 3,171 funds tracked by Wall St. Rank hold SPY as of Q4 2021.

Soundmark Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2021 after selling out during the quarter.
Soundmark Wealth Management sold 709 State Street SPDR S&P 500 ETF Trust shares in Q4 2021, an estimated $304K.
Soundmark Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and held it in 4 quarters.
Soundmark Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $346K in Q1 2021.
3,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2021.

Based on Soundmark Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.