Wilbanks Smith & Thomas Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wilbanks Smith & Thomas Asset 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
2020 Q2	–	Sell	-18,000	Closed	-$738K	–	403
2020 Q1	$738K	Buy	+18,000	New	+$5.49M	0.05%	182

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SPY Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q1 2024, buying an estimated $148K and bringing the position to 25,187 shares worth $13.2M. The position accounts for 0.37% of the portfolio, ranked #64.

Wilbanks Smith & Thomas Asset Management first reported a position in SPY in Q2 2013 and has held it in 44 quarters since. The position peaked at $17.3M in Q4 2021. 3,695 funds tracked by Wall St. Rank hold SPY as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 25,187 shares of State Street SPDR S&P 500 ETF Trust worth $13.2M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 297 State Street SPDR S&P 500 ETF Trust shares in Q1 2024, an estimated $148K.
State Street SPDR S&P 500 ETF Trust made up 0.37% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #64 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 44 quarters since.
Wilbanks Smith & Thomas Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $17.3M in Q4 2021.
3,695 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.