Column Capital Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Column Capital Advisors’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	–	Sell	-300	Closed	-$92K	–	849
2020 Q2	$92K	Buy	+300	New	+$87.8K	0.03%	161

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Column Capital Advisors's SPY Position: Q3 2023 in Review

Column Capital Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.26% in Q3 2023, selling an estimated $4.45K and leaving 3,871 shares worth $1.65M. The position accounts for 0.24% of the portfolio, ranked #43.

Column Capital Advisors first reported a position in SPY in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.64M in Q4 2021. 3,320 funds tracked by Wall St. Rank hold SPY as of Q3 2023.

Column Capital Advisors held 3,871 shares of State Street SPDR S&P 500 ETF Trust worth $1.65M as of Q3 2023.
Column Capital Advisors sold 10 State Street SPDR S&P 500 ETF Trust shares in Q3 2023, an estimated $4.45K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Column Capital Advisors's portfolio in Q3 2023, its #43 holding.
Column Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.64M in Q4 2021.
3,320 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.