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SpiderRock Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

SpiderRock Advisors’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,452
Closed -$204K – 860
2024
Q2 		$204K Buy
+4,452
New +$191K ﹤0.01% 742

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SpiderRock Advisors's XLG Position: Q3 2024 in Review

SpiderRock Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2024, closing a stake of 4,452 shares — an estimated $204K sold.

SpiderRock Advisors first reported a position in XLG in Q2 2024 and held it in 1 quarter. The position peaked at $204K in Q2 2024. 415 funds tracked by Wall St. Rank hold XLG as of Q3 2024.

  • SpiderRock Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2024 after selling out during the quarter.
  • SpiderRock Advisors sold 4,452 Invesco S&P 500 Top 50 ETF shares in Q3 2024, an estimated $204K.
  • SpiderRock Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and held it in 1 quarter.
  • SpiderRock Advisors's Invesco S&P 500 Top 50 ETF position peaked at $204K in Q2 2024.
  • 415 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.