RFA
SPYB

Reilly Financial Advisors’s SPDR S&P 500 Buyback ETF SPYB Stock Holding History

Reilly Financial Advisors’s Portfolio SPYB Stock Details SPYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-31
Closed -$2K – 972
2019
Q4 		$2K Hold
31
– – ﹤0.01% 830
2019
Q3 		$2K Hold
31
– – ﹤0.01% 842
2019
Q2 		$2K Hold
31
– – ﹤0.01% 887
2019
Q1 		$2K Buy
31
+18
+138% +$1.13K ﹤0.01% 908
2018
Q4 		$1K Buy
+13
New +$802 ﹤0.01% 923

Other funds holding SPYB

RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reilly Financial Advisors's SPYB Position: Q1 2020 in Review

Reilly Financial Advisors sold out of SPDR S&P 500 Buyback ETF (SPYB) in Q1 2020, closing a stake of 31 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in SPYB in Q4 2018 and held it in 5 quarters. The position peaked at $2K in Q4 2019. 13 funds tracked by Wall St. Rank hold SPYB as of Q1 2020.

  • Reilly Financial Advisors reported no remaining SPDR S&P 500 Buyback ETF position as of Q1 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 31 SPDR S&P 500 Buyback ETF shares in Q1 2020, an estimated $2K.
  • Reilly Financial Advisors first reported a position in SPDR S&P 500 Buyback ETF in Q4 2018 and held it in 5 quarters.
  • Reilly Financial Advisors's SPDR S&P 500 Buyback ETF position peaked at $2K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held SPDR S&P 500 Buyback ETF as of Q1 2020.

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