Sheaff Brock Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sheaff Brock Investment 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
2018 Q4	–	Sell	-597,200	Closed	-$174M	–	523
2018 Q3	$174M	Buy	597,200 +595,200	+29,760%	+$169M	16.41%	1
2018 Q2	$543K	Buy	+2,000	New	+$540K	0.05%	243

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Sheaff Brock Investment Advisors's SPY Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q1 2025, buying an estimated $210K and bringing the position to 22,746 shares worth $12.7M. The position accounts for 1.17% of the portfolio, ranked #11.

Sheaff Brock Investment Advisors first reported a position in SPY in Q4 2015 and has held it in 38 quarters since. The position peaked at $13.1M in Q4 2024. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

Sheaff Brock Investment Advisors held 22,746 shares of State Street SPDR S&P 500 ETF Trust worth $12.7M as of Q1 2025.
Sheaff Brock Investment Advisors bought 357 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $210K.
State Street SPDR S&P 500 ETF Trust made up 1.17% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #11 holding.
Sheaff Brock Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 38 quarters since.
Sheaff Brock Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $13.1M in Q4 2024.
4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.