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

Point View 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	$297K	Hold	794	–	–	0.12%	208
2020 Q3	$266K	Hold	794	–	–	0.13%	204
2020 Q2	$245K	Hold	794	–	–	0.12%	213
2020 Q1	$205K	Sell	794 -4,461	-85%	-$1.36M	0.11%	216
2019 Q4	$1.69M	Buy	5,255 +4,566	+663%	+$1.41M	0.7%	40
2019 Q3	$204K	Sell	689 -127	-16%	-$37.5K	0.09%	237
2019 Q2	$239K	Hold	816	–	–	0.1%	228
2019 Q1	$231K	Hold	816	–	–	0.1%	220
2018 Q4	$204K	Hold	816	–	–	0.1%	223
2018 Q3	$237K	Hold	816	–	–	0.11%	222
2018 Q2	$221K	Hold	816	–	–	0.1%	223
2018 Q1	$215K	Buy	816 +50	+7%	+$13.6K	0.1%	224
2017 Q4	$204K	Buy	+766	New	+$199K	0.1%	233

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

Point View Wealth Management's SPY Position: Q4 2020 in Review

Point View Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2020 at 794 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #208.

Point View Wealth Management first reported a position in SPY in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.69M in Q4 2019. 2,720 funds tracked by Wall St. Rank hold SPY as of Q4 2020.

Point View Wealth Management held 794 shares of State Street SPDR S&P 500 ETF Trust worth $297K as of Q4 2020.
Point View Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2020.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Point View Wealth Management's portfolio in Q4 2020, its #208 holding.
Point View Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 13 quarters since.
Point View Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.69M in Q4 2019.
2,720 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.