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

V Wealth 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
2023 Q3	$1.2M	Sell	2,800 -200	-7%	-$89K	0.96%	24
2023 Q2	$13.4M	Buy	+3,000	New	+$1.26M	2.22%	7
2020 Q1	–	Sell	-2,000	Closed	-$644K	–	373
2019 Q4	$644K	Buy	+2,000	New	+$616K	0.23%	114

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

V Wealth Advisors's SPY Position: Q3 2023 in Review

V Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 42% in Q3 2023, selling an estimated $15.5M and leaving 48,813 shares worth $20.9M. The position accounts for 16.72% of the portfolio, ranked #1.

V Wealth Advisors first reported a position in SPY in Q1 2016 and has held it in 31 quarters since. The position peaked at $37.1M in Q2 2023. 3,315 funds tracked by Wall St. Rank hold SPY as of Q3 2023.

V Wealth Advisors held 48,813 shares of State Street SPDR S&P 500 ETF Trust worth $20.9M as of Q3 2023.
V Wealth Advisors sold 34,899 State Street SPDR S&P 500 ETF Trust shares in Q3 2023, an estimated $15.5M.
State Street SPDR S&P 500 ETF Trust made up 16.72% of V Wealth Advisors's portfolio in Q3 2023, its #1 holding.
V Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2016 and has held it in 31 quarters since.
V Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $37.1M in Q2 2023.
3,315 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.