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

Wealthstreet Investment 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
2021 Q3	–	Sell	-539	Closed	-$231K	–	92
2021 Q2	$231K	Sell	539 -1,443	-73%	-$602K	1.2%	27
2021 Q1	$786K	Buy	1,982 +226	+13%	+$87.2K	0.08%	196
2020 Q4	$657K	Sell	1,756 -248	-12%	-$88K	0.07%	211
2020 Q3	$672K	Buy	2,004 +357	+22%	+$118K	0.08%	188
2020 Q2	$508K	Sell	1,647 -100	-6%	-$29.3K	0.06%	210
2020 Q1	$450K	Sell	1,747 -2,333	-57%	-$712K	0.07%	203
2019 Q4	$1.31M	Buy	4,080 +414	+11%	+$127K	0.15%	128
2019 Q3	$1.11M	Buy	3,666 +1,211	+49%	+$358K	0.14%	130
2019 Q2	$720K	Buy	2,455 +11	+0.5%	+$3.17K	0.09%	176
2019 Q1	$690K	Buy	2,444 +1,626	+199%	+$442K	0.09%	183
2018 Q4	$216K	Buy	818 +14	+2%	+$3.77K	0.03%	307
2018 Q3	$234K	Sell	804 -3	-0.4%	-$854	0.03%	322
2018 Q2	$219K	Sell	807 -51	-6%	-$13.8K	0.03%	322
2018 Q1	$226K	Buy	+858	New	+$234K	0.03%	316

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthstreet Investment Advisors's SPY Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2021, closing a stake of 539 shares — an estimated $231K sold.

Wealthstreet Investment Advisors first reported a position in SPY in Q1 2018 and held it in 14 quarters. The position peaked at $1.31M in Q4 2019. 2,748 funds tracked by Wall St. Rank hold SPY as of Q3 2021.

Wealthstreet Investment Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 539 State Street SPDR S&P 500 ETF Trust shares in Q3 2021, an estimated $231K.
Wealthstreet Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and held it in 14 quarters.
Wealthstreet Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.31M in Q4 2019.
2,748 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.