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
2016 Q4	–	Sell	-400	Closed	-$1K	–	1710
2016 Q3	$1K	Hold	400	–	–	﹤0.01%	1496
2016 Q2	$3K	Buy	+400	New	+$83K	﹤0.01%	1338
2015 Q2	–	Sell	-800	Closed	-$1K	–	1801
2015 Q1	$1K	Buy	+800	New	+$165K	﹤0.01%	1661
2014 Q4	–	Sell	-164,000	Closed	-$16K	–	2231
2014 Q3	$16K	Buy	164,000 +3,800	+2%	+$751K	﹤0.01%	1355
2014 Q2	$10K	Buy	+160,200	New	+$30.5M	﹤0.01%	1491

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. 1,649 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.
1,649 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.