TC
SPY icon

TAP Consulting’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

TAP Consulting’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
2023
Q3 		– Hold
0
– -$44.3K – 148
2023
Q2 		– Hold
0
– – – 141
2023
Q1 		– Hold
0
– – – 131
2022
Q4 		– Hold
0
– – – 124
2022
Q3 		– Hold
0
– – – 121
2022
Q2 		– Sell
-100
Closed -$41K – 117
2022
Q1 		$45K Hold
100
– – 0.01% 133
2021
Q4 		$47K Hold
100
– – 0.01% 266
2021
Q3 		$43K Hold
100
– – 0.01% 133
2021
Q2 		$43K Hold
100
– – 0.01% 136
2021
Q1 		$40K Buy
+100
New +$38.6K 0.01% 126

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $11.5B AUM 19.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return