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

Dowling & Yahnke’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	-6,000	Closed	-$1.85M	–	316
2020 Q2	$1.85M	Buy	+6,000	New	+$1.76M	0.16%	148

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Dowling & Yahnke's SPY Position: Q3 2022 in Review

Dowling & Yahnke increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q3 2022, buying an estimated $260K and bringing the position to 29,449 shares worth $10.5M. The position accounts for 0.49% of the portfolio, ranked #42.

Dowling & Yahnke first reported a position in SPY in Q2 2013 and has held it in 38 quarters since. The position peaked at $13.1M in Q1 2022. 3,048 funds tracked by Wall St. Rank hold SPY as of Q3 2022.

Dowling & Yahnke held 29,449 shares of State Street SPDR S&P 500 ETF Trust worth $10.5M as of Q3 2022.
Dowling & Yahnke bought 655 State Street SPDR S&P 500 ETF Trust shares in Q3 2022, an estimated $260K.
State Street SPDR S&P 500 ETF Trust made up 0.49% of Dowling & Yahnke's portfolio in Q3 2022, its #42 holding.
Dowling & Yahnke first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 38 quarters since.
Dowling & Yahnke's State Street SPDR S&P 500 ETF Trust position peaked at $13.1M in Q1 2022.
3,048 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.