Wechter Feldman Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wechter Feldman Wealth Management’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 Q2	$26.9M	Buy	62,894 +627	+1%	+$262K	18.84%	1
2021 Q1	$24.7M	Sell	62,267 -1,267	-2%	-$489K	18.2%	1
2020 Q4	$23.8M	Sell	63,534 -159	-0.2%	-$56.4K	17.57%	1
2020 Q3	$21.3M	Buy	63,693 +741	+1%	+$246K	16.74%	2
2020 Q2	$19.4M	Buy	+62,952	New	+$18.4M	17.6%	2

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wechter Feldman Wealth Management's SPY Position: Q2 2021 in Review

Wechter Feldman Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q2 2021, buying an estimated $262K and bringing the position to 62,894 shares worth $26.9M. The position accounts for 18.84% of the portfolio, ranked #1.

Wechter Feldman Wealth Management first reported a position in SPY in Q2 2020 and has held it in 5 quarters since. 2,732 funds tracked by Wall St. Rank hold SPY as of Q2 2021.

Wechter Feldman Wealth Management held 62,894 shares of State Street SPDR S&P 500 ETF Trust worth $26.9M as of Q2 2021.
Wechter Feldman Wealth Management bought 627 State Street SPDR S&P 500 ETF Trust shares in Q2 2021, an estimated $262K.
State Street SPDR S&P 500 ETF Trust made up 18.84% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #1 holding.
Wechter Feldman Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 5 quarters since.
2,732 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.