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

Glovista Investments’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
2022 Q3	–	Sell	-9,882	Closed	-$3.73M	–	48
2022 Q2	$3.73M	Buy	+9,882	New	+$4.05M	1.54%	16
2021 Q4	–	Sell	-1,072	Closed	-$460K	–	76
2021 Q3	$460K	Sell	1,072 -206	-16%	-$90.9K	0.13%	51
2021 Q2	$547K	Sell	1,278 -11,128	-90%	-$4.64M	0.13%	78
2021 Q1	$4.91M	Sell	12,406 -938	-7%	-$362K	1.5%	17
2020 Q4	$4.99M	Sell	13,344 -1,891	-12%	-$671K	1.63%	16
2020 Q3	$5.11M	Buy	+15,235	New	+$5.05M	1.81%	16
2020 Q2	–	Sell	-18,543	Closed	-$4.78M	–	95
2020 Q1	$4.78M	Sell	18,543 -3,175	-15%	-$968K	2.48%	10
2019 Q4	$6.99M	Buy	+21,718	New	+$6.69M	2.3%	12
2019 Q3	–	Sell	-9,831	Closed	-$2.88M	–	104
2019 Q2	$2.88M	Buy	+9,831	New	+$2.83M	0.94%	28
2015 Q1	–	Sell	-6,837	Closed	-$1.41M	–	95
2014 Q4	$1.41M	Buy	6,837 +892	+15%	+$179K	0.18%	31
2014 Q3	$1.17M	Hold	5,945	–	–	0.15%	32
2014 Q2	$1.16M	Buy	5,945 +1,407	+31%	+$268K	0.16%	41
2014 Q1	$849K	Hold	4,538	–	–	0.14%	44
2013 Q4	$838K	Sell	4,538 -4,446	-49%	-$787K	0.14%	35
2013 Q3	$1.51M	Buy	8,984 +4,446	+98%	+$745K	0.27%	26
2013 Q2	$728K	Buy	+4,538	New	+$731K	0.16%	22

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

Glovista Investments's SPY Position: Q3 2022 in Review

Glovista Investments sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2022, closing a stake of 9,882 shares — an estimated $3.73M sold.

Glovista Investments first reported a position in SPY in Q2 2013 and held it in 16 quarters. The position peaked at $6.99M in Q4 2019. 3,048 funds tracked by Wall St. Rank hold SPY as of Q3 2022.

Glovista Investments reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2022 after selling out during the quarter.
Glovista Investments sold 9,882 State Street SPDR S&P 500 ETF Trust shares in Q3 2022, an estimated $3.73M.
Glovista Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and held it in 16 quarters.
Glovista Investments's State Street SPDR S&P 500 ETF Trust position peaked at $6.99M in Q4 2019.
3,048 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2022.

Based on Glovista Investments's 13F filing for Q3 2022, filed 14 Nov 2022.