RW
SPYB

RVW Wealth’s SPDR S&P 500 Buyback ETF SPYB Stock Holding History

RVW Wealth’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
-7,800
Closed -$575K – 107
2019
Q4 		$575K Buy
7,800
+57
+0.7% +$4.02K 0.13% 58
2019
Q3 		$521K Buy
+7,743
New +$515K 0.12% 58

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

RVW Wealth's SPYB Position: Q1 2020 in Review

RVW Wealth sold out of SPDR S&P 500 Buyback ETF (SPYB) in Q1 2020, closing a stake of 7,800 shares — an estimated $575K sold.

RVW Wealth first reported a position in SPYB in Q3 2019 and held it in 2 quarters. The position peaked at $575K in Q4 2019. 13 funds tracked by Wall St. Rank hold SPYB as of Q1 2020.

  • RVW Wealth reported no remaining SPDR S&P 500 Buyback ETF position as of Q1 2020 after selling out during the quarter.
  • RVW Wealth sold 7,800 SPDR S&P 500 Buyback ETF shares in Q1 2020, an estimated $575K.
  • RVW Wealth first reported a position in SPDR S&P 500 Buyback ETF in Q3 2019 and held it in 2 quarters.
  • RVW Wealth's SPDR S&P 500 Buyback ETF position peaked at $575K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held SPDR S&P 500 Buyback ETF as of Q1 2020.

Based on RVW Wealth's 13F filing for Q1 2020, filed 15 Apr 2020.