WFO
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Wealthgate Family Office’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wealthgate Family Office’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
2024
Q3 		$17.3M Sell
30,232
-2,422
-7% -$1.34M 48.31% 1
2024
Q2 		$17.8M Sell
32,654
-162
-0.5% -$84.8K 43.72% 1
2024
Q1 		$17.2M Buy
32,816
+55
+0.2% +$27.4K 44.58% 1
2023
Q4 		$15.6M Buy
32,761
+33
+0.1% +$14.7K 43.13% 1
2023
Q3 		$14M Buy
32,728
+31
+0.1% +$13.8K 43.49% 1
2023
Q2 		$14.5M Sell
32,697
-3,218
-9% -$1.35M 42.39% 1
2023
Q1 		$14.7M Sell
35,915
-11,092
-24% -$4.43M 42.29% 1
2022
Q4 		$18M Sell
47,007
-189
-0.4% -$72.6K 48.83% 1
2022
Q3 		$16.9M Buy
47,196
+75
+0.2% +$29.8K 44.82% 1
2022
Q2 		$17.8M Sell
47,121
-431
-0.9% -$177K 43.89% 1
2022
Q1 		$21.5M Sell
47,552
-9,111
-16% -$4.06M 43.08% 1
2021
Q4 		$26.9M Sell
56,663
-7,645
-12% -$3.51M 41.91% 1
2021
Q3 		$27.7M Buy
64,308
+39
+0.1% +$17.2K 42.56% 1
2021
Q2 		$27.5M Sell
64,269
-5,239
-8% -$2.19M 54.23% 1
2021
Q1 		$27.5M Buy
69,508
+64
+0.1% +$24.7K 37.46% 1
2020
Q4 		$26M Buy
+69,444
New +$24.6M 38.83% 1

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Wealthgate Family Office's SPY Position: Q3 2024 in Review

Wealthgate Family Office reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.4% in Q3 2024, selling an estimated $1.34M and leaving 30,232 shares worth $17.3M. The position accounts for 48.31% of the portfolio, ranked #1.

Wealthgate Family Office first reported a position in SPY in Q4 2020 and has held it in 16 quarters since. The position peaked at $27.7M in Q3 2021. 3,794 funds tracked by Wall St. Rank hold SPY as of Q3 2024.

  • Wealthgate Family Office held 30,232 shares of State Street SPDR S&P 500 ETF Trust worth $17.3M as of Q3 2024.
  • Wealthgate Family Office sold 2,422 State Street SPDR S&P 500 ETF Trust shares in Q3 2024, an estimated $1.34M.
  • State Street SPDR S&P 500 ETF Trust made up 48.31% of Wealthgate Family Office's portfolio in Q3 2024, its #1 holding.
  • Wealthgate Family Office first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 16 quarters since.
  • Wealthgate Family Office's State Street SPDR S&P 500 ETF Trust position peaked at $27.7M in Q3 2021.
  • 3,794 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2024.

Based on Wealthgate Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.