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

Jeppson Wealth Management’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
Q4 		– Sell
-49
Closed -$16K – 400
2020
Q3 		$16K Buy
+49
New +$16.2K 0.01% 352

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Jeppson Wealth Management's SPY Position: Q4 2020 in Review

Jeppson Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2020, closing a stake of 49 shares — an estimated $16K sold.

Jeppson Wealth Management first reported a position in SPY in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 2,720 funds tracked by Wall St. Rank hold SPY as of Q4 2020.

  • Jeppson Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 49 State Street SPDR S&P 500 ETF Trust shares in Q4 2020, an estimated $16K.
  • Jeppson Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $16K in Q3 2020.
  • 2,720 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.