GVAG
SPYB

Great Valley Advisor Group’s SPDR S&P 500 Buyback ETF SPYB Stock Holding History

Great Valley Advisor Group’s Portfolio SPYB Stock Details SPYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,888
Closed -$257K – 372
2019
Q3 		$257K Buy
+3,888
New +$258K 0.06% 287

Other funds holding SPYB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Great Valley Advisor Group's SPYB Position: Q4 2019 in Review

Great Valley Advisor Group sold out of SPDR S&P 500 Buyback ETF (SPYB) in Q4 2019, closing a stake of 3,888 shares — an estimated $257K sold.

Great Valley Advisor Group first reported a position in SPYB in Q3 2019 and held it in 1 quarter. The position peaked at $257K in Q3 2019. 16 funds tracked by Wall St. Rank hold SPYB as of Q4 2019.

  • Great Valley Advisor Group reported no remaining SPDR S&P 500 Buyback ETF position as of Q4 2019 after selling out during the quarter.
  • Great Valley Advisor Group sold 3,888 SPDR S&P 500 Buyback ETF shares in Q4 2019, an estimated $257K.
  • Great Valley Advisor Group first reported a position in SPDR S&P 500 Buyback ETF in Q3 2019 and held it in 1 quarter.
  • Great Valley Advisor Group's SPDR S&P 500 Buyback ETF position peaked at $257K in Q3 2019.
  • 16 funds tracked by Wall St. Rank held SPDR S&P 500 Buyback ETF as of Q4 2019.

Based on Great Valley Advisor Group's 13F filing for Q4 2019, filed 10 Feb 2020.