SEC 13F Intelligence

V Wealth Advisors LLC / SPY

V Wealth Advisors LLC’s State Str Spdr S&P 500 Etf T Position

Does V Wealth Advisors LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes48.8K shares worth $21M (+16.72% of its 13F portfolio) as of Q3 2023, down from 83.7K shares the prior filed quarter.

Position Value
$21M
Q3 2023
Shares
48.8K
% of Portfolio
+16.72%
Quarters Held
20
currently held

Position History SPY

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $13MQ2 ’19: $14MQ3 ’19: $14MQ3 ’19Q4 ’19: $14MQ1 ’20: $12MQ2 ’20: $17MQ2 ’20Q3 ’20: $9MQ4 ’20: $22MQ1 ’21: $21MQ1 ’21Q2 ’21: $24MQ3 ’21: $25MQ4 ’21: $28MQ4 ’21Q1 ’22: $28MQ2 ’22: $23MQ3 ’22: $21MQ3 ’22Q4 ’22: $29MQ1 ’23: $32MQ2 ’23: $37MQ2 ’23Q3 ’23: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202348.8K$21M+16.72%
Q2 202383.7K$37M+6.18%
Q1 202380.5K$32M+6.03%
Q4 202276.3K$29M+6.03%
Q3 202259.8K$21M+4.28%
Q2 202260.6K$23M+4.31%
Q1 202262.0K$28M+4.48%
Q4 202159.0K$28M+4.11%
Q3 202158.0K$25M+3.85%
Q2 202155.4K$24M+3.77%
Q1 202154.0K$21M+3.93%
Q4 202058.1K$22M+4.49%
Q3 202027.8K$9M+6.44%
Q2 202053.6K$17M+4.29%
Q1 202047.9K$12M+3.87%
Q4 201948.0K$14M+5.09%
Q3 201948.0K$14M+5.09%
Q2 201946.7K$14M+5.23%
Q1 201944.9K$13M+5.29%
Q4 201839.0K$10M+5.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See V Wealth Advisors LLC’s full portfolio or all institutional holders of SPY.