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

Blue Chip Wealth Management’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
2020 Q3	$2.33M	Buy	6,946 +1,728	+33%	+$573K	1.83%	14
2020 Q2	$1.61M	Sell	5,218 -475	-8%	-$139K	1.52%	16
2020 Q1	$1.47M	Sell	5,693 -1,598	-22%	-$487K	1.83%	14
2019 Q4	$2.35M	Buy	7,291 +100	+1%	+$30.8K	2.17%	12
2019 Q3	$2.13M	Buy	7,191 +43	+0.6%	+$12.7K	2.23%	11
2019 Q2	$2.09M	Buy	7,148 +864	+14%	+$249K	2.21%	13
2019 Q1	$1.77M	Buy	6,284 +2,380	+61%	+$647K	2.01%	14
2018 Q4	$976K	Sell	3,904 -809	-17%	-$218K	1.28%	24
2018 Q3	$1.37M	Hold	4,713	–	–	1.38%	20
2018 Q2	$1.28M	Sell	4,713 -144	-3%	-$38.9K	1.39%	21
2018 Q1	$1.28M	Buy	+4,857	New	+$1.33M	1.31%	18

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Blue Chip Wealth Management's SPY Position: Q3 2020 in Review

Blue Chip Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 33% in Q3 2020, buying an estimated $573K and bringing the position to 6,946 shares worth $2.33M. The position accounts for 1.83% of the portfolio, ranked #14.

Blue Chip Wealth Management first reported a position in SPY in Q1 2018 and has held it in 11 quarters since. The position peaked at $2.35M in Q4 2019. 2,433 funds tracked by Wall St. Rank hold SPY as of Q3 2020.

Blue Chip Wealth Management held 6,946 shares of State Street SPDR S&P 500 ETF Trust worth $2.33M as of Q3 2020.
Blue Chip Wealth Management bought 1,728 State Street SPDR S&P 500 ETF Trust shares in Q3 2020, an estimated $573K.
State Street SPDR S&P 500 ETF Trust made up 1.83% of Blue Chip Wealth Management's portfolio in Q3 2020, its #14 holding.
Blue Chip Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.35M in Q4 2019.
2,433 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.