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

Doliver 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
2018 Q2	–	Sell	-1,000	Closed	-$263K	–	371
2018 Q1	$263K	Buy	+1,000	New	+$273K	0.11%	173

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Doliver Advisors's SPY Position: Q3 2025 in Review

Doliver Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025, closing a stake of 362 shares — an estimated $224K sold.

Doliver Advisors first reported a position in SPY in Q3 2017 and held it in 19 quarters. The position peaked at $3.02M in Q1 2021. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Doliver Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2025 after selling out during the quarter.
Doliver Advisors sold 362 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $224K.
Doliver Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2017 and held it in 19 quarters.
Doliver Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $3.02M in Q1 2021.
4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Doliver Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.