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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$282K Buy
790
+51
+7% +$20.3K 0.01% 32
2022
Q2
$279K Hold
739
0.01% 30
2022
Q1
$334K Sell
739
-60
-8% -$26.7K 0.01% 30
2021
Q4
$379K Buy
+799
New +$367K 0.01% 25

Other funds holding SPY

Wealthsimple's SPY Position: Q3 2022 in Review

Wealthsimple increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.9% in Q3 2022, buying an estimated $20.3K and bringing the position to 790 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #32.

Wealthsimple first reported a position in SPY in Q4 2021 and has held it in 4 quarters since. The position peaked at $379K in Q4 2021. 3,047 funds tracked by Wall St. Rank hold SPY as of Q3 2022.

  • Wealthsimple held 790 shares of State Street SPDR S&P 500 ETF Trust worth $282K as of Q3 2022.
  • Wealthsimple bought 51 State Street SPDR S&P 500 ETF Trust shares in Q3 2022, an estimated $20.3K.
  • State Street SPDR S&P 500 ETF Trust made up 0.01% of Wealthsimple's portfolio in Q3 2022, its #32 holding.
  • Wealthsimple first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's State Street SPDR S&P 500 ETF Trust position peaked at $379K in Q4 2021.
  • 3,047 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.