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

WealthStone’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 Q1	$950K	Hold	2,398	–	–	0.33%	46
2020 Q4	$897K	Buy	+2,398	New	+$851K	0.32%	45

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

WealthStone's SPY Position: Q1 2021 in Review

WealthStone held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2021 at 2,398 shares worth $950K. The position accounts for 0.33% of the portfolio, ranked #46.

WealthStone first reported a position in SPY in Q4 2020 and has held it in 2 quarters since. 2,720 funds tracked by Wall St. Rank hold SPY as of Q1 2021.

WealthStone held 2,398 shares of State Street SPDR S&P 500 ETF Trust worth $950K as of Q1 2021.
WealthStone left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2021.
State Street SPDR S&P 500 ETF Trust made up 0.33% of WealthStone's portfolio in Q1 2021, its #46 holding.
WealthStone first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 2 quarters since.
2,720 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.