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

Platte River 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
2024 Q3	$792K	Sell	1,380 -26	-2%	-$14.4K	0.21%	54
2024 Q2	$765K	Hold	1,406	–	–	0.21%	55
2024 Q1	$735K	Hold	1,406	–	–	0.21%	58
2023 Q4	$668K	Buy	1,406 +8	+0.6%	+$3.56K	0.22%	62
2023 Q3	$598K	Hold	1,398	–	–	0.22%	59
2023 Q2	$620K	Hold	1,398	–	–	0.22%	60
2023 Q1	$572K	Sell	1,398 -3	-0.2%	-$1.2K	0.22%	58
2022 Q4	$536K	Hold	1,401	–	–	0.23%	58
2022 Q3	$500K	Hold	1,401	–	–	0.22%	59
2022 Q2	$529K	Hold	1,401	–	–	0.23%	59
2022 Q1	$633K	Hold	1,401	–	–	0.23%	56
2021 Q4	$658K	Hold	1,401	–	–	0.23%	59
2021 Q3	$601K	Hold	1,401	–	–	0.22%	61
2021 Q2	$600K	Hold	1,401	–	–	0.23%	61
2021 Q1	$572K	Hold	1,401	–	–	0.24%	62
2020 Q4	$538K	Hold	1,401	–	–	0.23%	65
2020 Q3	$469K	Buy	1,401 +4	+0.3%	+$1.33K	0.24%	63
2020 Q2	$443K	Buy	+1,397	New	+$409K	0.24%	69
2019 Q4	$465K	Buy	+1,446	New	+$445K	0.24%	96

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Platte River Wealth Advisors's SPY Position: Q3 2024 in Review

Platte River Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q3 2024, selling an estimated $14.4K and leaving 1,380 shares worth $792K. The position accounts for 0.21% of the portfolio, ranked #54.

Platte River Wealth Advisors first reported a position in SPY in Q4 2019 and has held it in 19 quarters since. 3,794 funds tracked by Wall St. Rank hold SPY as of Q3 2024.

Platte River Wealth Advisors held 1,380 shares of State Street SPDR S&P 500 ETF Trust worth $792K as of Q3 2024.
Platte River Wealth Advisors sold 26 State Street SPDR S&P 500 ETF Trust shares in Q3 2024, an estimated $14.4K.
State Street SPDR S&P 500 ETF Trust made up 0.21% of Platte River Wealth Advisors's portfolio in Q3 2024, its #54 holding.
Platte River Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 19 quarters since.
3,794 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.