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

WFG 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
2017 Q2	$1.47M	Buy	6,061 +324	+6%	+$77.6K	0.33%	82
2017 Q1	$1.35M	Sell	5,737 -395	-6%	-$91.8K	0.36%	69
2016 Q4	$1.37M	Buy	6,132 +106	+2%	+$23.2K	0.34%	76
2016 Q3	$1.3M	Buy	6,026 +151	+3%	+$32.6K	0.32%	82
2016 Q2	$1.23M	Sell	5,875 -224	-4%	-$46.5K	0.33%	79
2016 Q1	$1.25M	Sell	6,099 -5,085	-45%	-$992K	0.36%	66
2015 Q4	$2.28M	Buy	11,184 +1,013	+10%	+$208K	0.68%	23
2015 Q3	$1.95M	Sell	10,171 -4,487	-31%	-$910K	0.61%	33
2015 Q2	$3.02M	Buy	14,658 +8,099	+123%	+$1.7M	0.83%	21
2015 Q1	$1.35M	Sell	6,559 -192	-3%	-$39.6K	0.38%	51
2014 Q4	$1.39M	Sell	6,751 -147	-2%	-$29.6K	0.28%	72
2014 Q3	$1.36M	Buy	6,898 +156	+2%	+$30.8K	0.26%	86
2014 Q2	$1.32M	Sell	6,742 -160,694	-96%	-$30.6M	0.25%	93
2014 Q1	$1.41M	Buy	167,436 +136,880	+448%	+$25.1M	0.28%	71
2013 Q4	$5.64M	Buy	30,556 +8,694	+40%	+$1.54M	0.8%	19
2013 Q3	$3.67M	Buy	21,862 +7,168	+49%	+$1.2M	0.57%	28
2013 Q2	$2.36M	Buy	+14,694	New	+$2.37M	0.39%	55

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WFG Advisors's SPY Position: Q2 2017 in Review

WFG Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.6% in Q2 2017, buying an estimated $77.6K and bringing the position to 6,061 shares worth $1.47M. The position accounts for 0.33% of the portfolio, ranked #82.

WFG Advisors first reported a position in SPY in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.64M in Q4 2013. 1,650 funds tracked by Wall St. Rank hold SPY as of Q2 2017.

WFG Advisors held 6,061 shares of State Street SPDR S&P 500 ETF Trust worth $1.47M as of Q2 2017.
WFG Advisors bought 324 State Street SPDR S&P 500 ETF Trust shares in Q2 2017, an estimated $77.6K.
State Street SPDR S&P 500 ETF Trust made up 0.33% of WFG Advisors's portfolio in Q2 2017, its #82 holding.
WFG Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $5.64M in Q4 2013.
1,650 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.