SVB Investment Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

SVB Investment Services’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
2022 Q1	$1.91M	Sell	4,231 -579	-12%	-$258K	1.19%	17
2021 Q4	$2.29M	Buy	4,810 +118	+3%	+$54.2K	1.52%	14
2021 Q3	$2.01M	Buy	4,692 +550	+13%	+$243K	1.34%	14
2021 Q2	$1.77M	Buy	4,142 +52	+1%	+$21.7K	1.18%	15
2021 Q1	$1.62M	Sell	4,090 -380	-9%	-$147K	1.29%	15
2020 Q4	$1.67M	Sell	4,470 -409	-8%	-$145K	1.3%	15
2020 Q3	$1.63M	Hold	4,879	–	–	1.38%	15
2020 Q2	$1.5M	Hold	4,879	–	–	1.38%	16
2020 Q1	$1.26M	Sell	4,879 -2,107	-30%	-$643K	1.09%	17
2019 Q4	$2.25M	Buy	+6,986	New	+$2.15M	2.13%	13

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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SVB Investment Services's SPY Position: Q1 2022 in Review

SVB Investment Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q1 2022, selling an estimated $258K and leaving 4,231 shares worth $1.91M. The position accounts for 1.19% of the portfolio, ranked #17.

SVB Investment Services first reported a position in SPY in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.29M in Q4 2021. 3,132 funds tracked by Wall St. Rank hold SPY as of Q1 2022.

SVB Investment Services held 4,231 shares of State Street SPDR S&P 500 ETF Trust worth $1.91M as of Q1 2022.
SVB Investment Services sold 579 State Street SPDR S&P 500 ETF Trust shares in Q1 2022, an estimated $258K.
State Street SPDR S&P 500 ETF Trust made up 1.19% of SVB Investment Services's portfolio in Q1 2022, its #17 holding.
SVB Investment Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's State Street SPDR S&P 500 ETF Trust position peaked at $2.29M in Q4 2021.
3,132 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.