Wealth & Pension Services Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wealth & Pension Services Group’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 Q3	$2.01M	Buy	6,765 +1,038	+18%	+$307K	1.45%	17
2019 Q2	$1.68M	Buy	5,727 +4,923	+612%	+$1.42M	1.22%	25
2019 Q1	$227K	Buy	804 +3	+0.4%	+$815	0.18%	104
2018 Q4	$200K	Buy	+801	New	+$216K	0.18%	95

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

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

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

Wealth & Pension Services Group's SPY Position: Q3 2019 in Review

Wealth & Pension Services Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q3 2019, buying an estimated $307K and bringing the position to 6,765 shares worth $2.01M. The position accounts for 1.45% of the portfolio, ranked #17.

Wealth & Pension Services Group first reported a position in SPY in Q4 2018 and has held it in 4 quarters since. 2,157 funds tracked by Wall St. Rank hold SPY as of Q3 2019.

Wealth & Pension Services Group held 6,765 shares of State Street SPDR S&P 500 ETF Trust worth $2.01M as of Q3 2019.
Wealth & Pension Services Group bought 1,038 State Street SPDR S&P 500 ETF Trust shares in Q3 2019, an estimated $307K.
State Street SPDR S&P 500 ETF Trust made up 1.45% of Wealth & Pension Services Group's portfolio in Q3 2019, its #17 holding.
Wealth & Pension Services Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 4 quarters since.
2,157 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.