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

SVA 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	$5.76M	Buy	15,408 +7,922	+106%	+$2.81M	0.5%	42
2020 Q3	$2.51M	Sell	7,486 -80	-1%	-$26.5K	0.25%	79
2020 Q2	$2.33M	Buy	7,566 +211	+3%	+$61.8K	0.25%	80
2020 Q1	$1.9M	Sell	7,355 -65	-0.9%	-$19.8K	0.22%	80
2019 Q4	$2.39M	Buy	7,420 +3,815	+106%	+$1.17M	0.22%	87
2019 Q3	$1.07M	Sell	3,605 -419	-10%	-$124K	0.11%	117
2019 Q2	$1.18M	Buy	4,024 +361	+10%	+$104K	0.12%	118
2019 Q1	$1.03M	Sell	3,663 -377	-9%	-$102K	0.1%	124
2018 Q4	$1.01M	Buy	4,040 +326	+9%	+$87.9K	0.11%	118
2018 Q3	$1.08M	Sell	3,714 -1,456	-28%	-$415K	0.11%	120
2018 Q2	$1.4M	Sell	5,170 -2,025	-28%	-$547K	0.15%	106
2018 Q1	$1.81M	Buy	7,195 +1,567	+28%	+$428K	0.22%	98
2017 Q4	$1.5M	Sell	5,628 -1,567	-22%	-$407K	0.18%	103
2017 Q3	$1.81M	Sell	7,195 -127	-2%	-$31.3K	0.22%	98
2017 Q2	$1.77M	Sell	7,322 -175	-2%	-$41.9K	0.23%	95
2017 Q1	$1.77M	Buy	7,497 +251	+3%	+$58.3K	0.24%	91
2016 Q4	$1.62M	Sell	7,246 -118	-2%	-$25.8K	0.24%	92
2016 Q3	$1.59M	Sell	7,364 -4	-0.1%	-$865	0.25%	89
2016 Q2	$1.54M	Sell	7,368 -111	-1%	-$23K	0.25%	93
2016 Q1	$1.54M	Sell	7,479 -1,311	-15%	-$256K	0.25%	91
2015 Q4	$1.79M	Buy	8,790 +1,662	+23%	+$341K	0.31%	84
2015 Q3	$1.37M	Buy	7,128 +1,787	+33%	+$362K	0.25%	99
2015 Q2	$1.1M	Buy	5,341 +339	+7%	+$71.3K	0.2%	111
2015 Q1	$1.03M	Buy	5,002 +51	+1%	+$10.5K	0.19%	115
2014 Q4	$1.02M	Buy	4,951 +402	+9%	+$80.8K	0.37%	69
2014 Q3	$896K	Buy	4,549 +34	+0.8%	+$6.72K	0.38%	64
2014 Q2	$884K	Sell	4,515 -19,568	-81%	-$3.72M	0.38%	64
2014 Q1	$4.5M	Buy	24,083 +304	+1%	+$55.8K	2.13%	12
2013 Q4	$4.39M	Buy	+23,779	New	+$4.21M	2.62%	8

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 $123B AUM 34.51% 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

SVA Wealth Management's SPY Position: Q4 2020 in Review

SVA Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 106% in Q4 2020, buying an estimated $2.81M and bringing the position to 15,408 shares worth $5.76M. The position accounts for 0.5% of the portfolio, ranked #42.

SVA Wealth Management first reported a position in SPY in Q4 2013 and has held it in 29 quarters since. 2,719 funds tracked by Wall St. Rank hold SPY as of Q4 2020.

SVA Wealth Management held 15,408 shares of State Street SPDR S&P 500 ETF Trust worth $5.76M as of Q4 2020.
SVA Wealth Management bought 7,922 State Street SPDR S&P 500 ETF Trust shares in Q4 2020, an estimated $2.81M.
State Street SPDR S&P 500 ETF Trust made up 0.5% of SVA Wealth Management's portfolio in Q4 2020, its #42 holding.
SVA Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 29 quarters since.
2,719 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.