TD Ameritrade Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

TD Ameritrade Investment 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
2023 Q3	–	Sell	-8,591	Closed	-$3.81M	–	422
2023 Q2	$3.81M	Sell	8,591 -906	-10%	-$380K	0.04%	84
2023 Q1	$3.89M	Sell	9,497 -588	-6%	-$235K	0.04%	85
2022 Q4	$3.86M	Sell	10,085 -1,635	-14%	-$628K	0.04%	87
2022 Q3	$4.19M	Sell	11,720 -264	-2%	-$105K	0.04%	85
2022 Q2	$4.52M	Buy	11,984 +358	+3%	+$147K	0.04%	86
2022 Q1	$5.25M	Buy	11,626 +589	+5%	+$262K	0.04%	85
2021 Q4	$5.24M	Buy	11,037 +956	+9%	+$439K	0.04%	82
2021 Q3	$3.38M	Buy	10,081 +1,035	+11%	+$457K	0.03%	86
2021 Q2	$3.87M	Sell	9,046 -868	-9%	-$362K	0.03%	87
2021 Q1	$3.71M	Hold	9,914	–	–	0.03%	86
2020 Q4	$3.71M	Sell	9,914 -167	-2%	-$59.2K	0.03%	86
2020 Q3	$3.38M	Sell	10,081 -7,386	-42%	-$2.45M	0.03%	86
2020 Q2	$5.39M	Sell	17,467 -1,185	-6%	-$347K	0.05%	84
2020 Q1	$4.81M	Sell	18,652 -7,175	-28%	-$2.19M	0.04%	82
2019 Q4	$8.31M	Sell	25,827 -5,598	-18%	-$1.72M	0.06%	74
2019 Q3	$9.33M	Sell	31,425 -670	-2%	-$198K	0.07%	72
2019 Q2	$9.4M	Sell	32,095 -1,805	-5%	-$520K	0.08%	71
2019 Q1	$9.58M	Sell	33,900 -2,659	-7%	-$722K	0.08%	69
2018 Q4	$9.14M	Sell	36,559 -13,803	-27%	-$3.72M	0.08%	61
2018 Q3	$14.6M	Sell	50,362 -26,817	-35%	-$7.64M	0.12%	52
2018 Q2	$20.9M	Buy	77,179 +76,922	+29,931%	+$20.8M	0.18%	48
2018 Q1	$68K	Buy	+257	New	+$70.1K	﹤0.01%	96
2014 Q2	–	Sell	-380	Closed	-$71K	–	112
2014 Q1	$71K	Buy	380 +6	+2%	+$1.1K	﹤0.01%	74
2013 Q4	$69K	Buy	374 +194	+108%	+$34.3K	﹤0.01%	74
2013 Q3	$30K	Sell	180 -21	-10%	-$3.52K	﹤0.01%	90
2013 Q2	$32K	Buy	+201	New	+$32.4K	﹤0.01%	81

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

Jane Street New York $777B AUM 61.18% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TD Ameritrade Investment Management's SPY Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2023, closing a stake of 8,591 shares — an estimated $3.81M sold.

TD Ameritrade Investment Management first reported a position in SPY in Q2 2013 and held it in 26 quarters. The position peaked at $20.9M in Q2 2018. 3,315 funds tracked by Wall St. Rank hold SPY as of Q3 2023.

TD Ameritrade Investment Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 8,591 State Street SPDR S&P 500 ETF Trust shares in Q3 2023, an estimated $3.81M.
TD Ameritrade Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and held it in 26 quarters.
TD Ameritrade Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $20.9M in Q2 2018.
3,315 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.