Ownership history in TD PRIVATE CLIENT WEALTH LLC · 7 quarters on record
This page tracks every 13F SEC filing in which TD PRIVATE CLIENT WEALTH LLC reported a position in SPDR S&P 500 ETF TR TR UNIT (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 308,557 | -13,693 | -4.2% | 4.48% | $210.4M | $680.06 |
| 2025 Q3 | REDUCED | 322,250 | -22,449 | -6.5% | 4.84% | $214.7M | $662.41 |
| 2025 Q2 | REDUCED | 344,699 | -4,115 | -1.2% | 5.23% | $213.0M | $612.65 |
| 2025 Q1 | ADDED | 348,814 | +7,934 | +2.3% | 5.37% | $195.1M | $553.05 |
| 2024 Q4 | REDUCED | 340,880 | -7,640 | -2.2% | 5.59% | $199.8M | $577.70 |
| 2024 Q3 | REDUCED | 348,520 | -124,562 | -26.3% | 5.75% | $200.0M | $563.66 |
| 2024 Q2 | INITIATED | 473,082 | — | — | 9.11% | $152.3M | — |
As of 2025 Q4 — sorted by position size