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

Wipfli Financial 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
2022 Q3	$3.91M	Buy	10,910 +4,451	+69%	+$1.77M	0.27%	42
2022 Q2	$2.44M	Sell	6,459 -693	-10%	-$284K	0.27%	30
2022 Q1	$3.23M	Buy	7,152 +4,164	+139%	+$1.85M	0.33%	25
2021 Q4	$1.42M	Sell	2,988 -15	-0.5%	-$6.89K	0.16%	15
2021 Q3	$1.29M	Sell	3,003 -525	-15%	-$232K	0.16%	18
2021 Q2	$1.51M	Buy	3,528 +525	+17%	+$219K	0.21%	15
2021 Q1	$1.19M	Sell	3,003 -149	-5%	-$57.5K	0.65%	10
2020 Q4	$1.18M	Buy	+3,152	New	+$1.12M	0.7%	7

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wipfli Financial Advisors's SPY Position: Q3 2022 in Review

Wipfli Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 69% in Q3 2022, buying an estimated $1.77M and bringing the position to 10,910 shares worth $3.91M. The position accounts for 0.27% of the portfolio, ranked #42.

Wipfli Financial Advisors first reported a position in SPY in Q4 2020 and has held it in 8 quarters since. 3,047 funds tracked by Wall St. Rank hold SPY as of Q3 2022.

Wipfli Financial Advisors held 10,910 shares of State Street SPDR S&P 500 ETF Trust worth $3.91M as of Q3 2022.
Wipfli Financial Advisors bought 4,451 State Street SPDR S&P 500 ETF Trust shares in Q3 2022, an estimated $1.77M.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Wipfli Financial Advisors's portfolio in Q3 2022, its #42 holding.
Wipfli Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 8 quarters since.
3,047 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.