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

Huber Financial 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
2020 Q1	$639K	Buy	2,478 +65	+3%	+$19.8K	0.24%	53
2019 Q4	$777K	Buy	2,413 +1,097	+83%	+$338K	0.27%	51
2019 Q3	$391K	Buy	1,316 +117	+10%	+$34.6K	0.15%	76
2019 Q2	$351K	Sell	1,199 -240	-17%	-$69.1K	0.15%	81
2019 Q1	$407K	Buy	1,439 +96	+7%	+$26.1K	0.2%	70
2018 Q4	$336K	Buy	1,343 +76	+6%	+$20.5K	0.18%	69
2018 Q3	$368K	Buy	1,267 +4	+0.3%	+$1.14K	0.28%	64
2018 Q2	$342K	Sell	1,263 -95	-7%	-$25.7K	0.31%	60
2018 Q1	$357K	Sell	1,358 -1,516	-53%	-$414K	0.35%	56
2017 Q4	$767K	Buy	+2,874	New	+$747K	0.84%	23

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Huber Financial Advisors's SPY Position: Q1 2020 in Review

Huber Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q1 2020, buying an estimated $19.8K and bringing the position to 2,478 shares worth $639K. The position accounts for 0.24% of the portfolio, ranked #53.

Huber Financial Advisors first reported a position in SPY in Q4 2017 and has held it in 10 quarters since. The position peaked at $777K in Q4 2019. 2,409 funds tracked by Wall St. Rank hold SPY as of Q1 2020.

Huber Financial Advisors held 2,478 shares of State Street SPDR S&P 500 ETF Trust worth $639K as of Q1 2020.
Huber Financial Advisors bought 65 State Street SPDR S&P 500 ETF Trust shares in Q1 2020, an estimated $19.8K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Huber Financial Advisors's portfolio in Q1 2020, its #53 holding.
Huber Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $777K in Q4 2019.
2,409 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.