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

Guidant Wealth 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
2019 Q3	$70K	Hold	235	–	–	0.03%	158
2019 Q2	$69K	Hold	235	–	–	0.03%	162
2019 Q1	$66K	Hold	235	–	–	0.03%	167
2018 Q4	$58K	Sell	235 -1,032	-81%	-$278K	0.03%	122
2018 Q3	$116K	Hold	1,267	–	–	0.05%	54
2018 Q2	$113K	Hold	1,267	–	–	0.05%	52
2018 Q1	$108K	Hold	1,267	–	–	0.05%	52
2017 Q4	$114K	Buy	1,267 +1,067	+534%	+$277K	0.05%	54
2017 Q3	$50K	Hold	200	–	–	0.04%	73
2017 Q2	$48K	Hold	200	–	–	0.02%	110
2017 Q1	$46K	Hold	200	–	–	0.02%	116
2016 Q4	$45K	Hold	200	–	–	0.03%	103
2016 Q3	$43K	Buy	+200	New	+$43.2K	0.03%	99

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Guidant Wealth Advisors's SPY Position: Q3 2019 in Review

Guidant Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2019 at 235 shares worth $70K. The position accounts for 0.03% of the portfolio, ranked #158.

Guidant Wealth Advisors first reported a position in SPY in Q3 2016 and has held it in 13 quarters since. The position peaked at $116K in Q3 2018. 2,157 funds tracked by Wall St. Rank hold SPY as of Q3 2019.

Guidant Wealth Advisors held 235 shares of State Street SPDR S&P 500 ETF Trust worth $70K as of Q3 2019.
Guidant Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2019.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Guidant Wealth Advisors's portfolio in Q3 2019, its #158 holding.
Guidant Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $116K in Q3 2018.
2,157 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.