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

Wealth Management Solutions’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	$207K	Sell	484 -16	-3%	-$7.12K	0.14%	75
2023 Q2	$222K	Sell	500 -156	-24%	-$65.5K	0.14%	73
2023 Q1	$269K	Sell	656 -2	-0.3%	-$798	0.15%	71
2022 Q4	$252K	Buy	+658	New	+$253K	0.13%	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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Wealth Management Solutions's SPY Position: Q3 2023 in Review

Wealth Management Solutions reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.2% in Q3 2023, selling an estimated $7.12K and leaving 484 shares worth $207K. The position accounts for 0.14% of the portfolio, ranked #75.

Wealth Management Solutions first reported a position in SPY in Q4 2022 and has held it in 4 quarters since. The position peaked at $269K in Q1 2023. 3,316 funds tracked by Wall St. Rank hold SPY as of Q3 2023.

Wealth Management Solutions held 484 shares of State Street SPDR S&P 500 ETF Trust worth $207K as of Q3 2023.
Wealth Management Solutions sold 16 State Street SPDR S&P 500 ETF Trust shares in Q3 2023, an estimated $7.12K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Wealth Management Solutions's portfolio in Q3 2023, its #75 holding.
Wealth Management Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 4 quarters since.
Wealth Management Solutions's State Street SPDR S&P 500 ETF Trust position peaked at $269K in Q1 2023.
3,316 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.