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

Unified Trust 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	$226K	Hold	526	–	–	0.07%	82
2021 Q2	$225K	Hold	526	–	–	0.07%	79
2021 Q1	$208K	Buy	+526	New	+$203K	0.07%	76

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

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

Unified Trust Company's SPY Position: Q3 2021 in Review

Unified Trust Company held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2021 at 526 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #82.

Unified Trust Company first reported a position in SPY in Q1 2021 and has held it in 3 quarters since. 2,745 funds tracked by Wall St. Rank hold SPY as of Q3 2021.

Unified Trust Company held 526 shares of State Street SPDR S&P 500 ETF Trust worth $226K as of Q3 2021.
Unified Trust Company left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2021.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Unified Trust Company's portfolio in Q3 2021, its #82 holding.
Unified Trust Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 3 quarters since.
2,745 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.