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

Vanguard Capital 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
2019 Q1	–	Sell	-1,982	Closed	-$495K	–	125
2018 Q4	$495K	Buy	+1,982	New	+$534K	0.74%	47

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SPY Position: Q1 2019 in Review

Vanguard Capital Wealth Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2019, closing a stake of 1,982 shares — an estimated $495K sold.

Vanguard Capital Wealth Advisors first reported a position in SPY in Q4 2018 and held it in 1 quarter. The position peaked at $495K in Q4 2018. 2,133 funds tracked by Wall St. Rank hold SPY as of Q1 2019.

Vanguard Capital Wealth Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2019 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 1,982 State Street SPDR S&P 500 ETF Trust shares in Q1 2019, an estimated $495K.
Vanguard Capital Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and held it in 1 quarter.
Vanguard Capital Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $495K in Q4 2018.
2,133 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2019.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.