440 Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

440 Investment Group’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
2017 Q4	$4.8M	Buy	17,974 +2,684	+18%	+$698K	3.42%	5
2017 Q3	$3.84M	Buy	15,290 +5,929	+63%	+$1.46M	2.93%	7
2017 Q2	$2.26M	Sell	9,361 -6,820	-42%	-$1.63M	1.8%	16
2017 Q1	$3.81M	Buy	+16,181	New	+$3.76M	3.41%	8

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

440 Investment Group's SPY Position: Q4 2017 in Review

440 Investment Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q4 2017, buying an estimated $698K and bringing the position to 17,974 shares worth $4.8M. The position accounts for 3.42% of the portfolio, ranked #5.

440 Investment Group first reported a position in SPY in Q1 2017 and has held it in 4 quarters since. 1,913 funds tracked by Wall St. Rank hold SPY as of Q4 2017.

440 Investment Group held 17,974 shares of State Street SPDR S&P 500 ETF Trust worth $4.8M as of Q4 2017.
440 Investment Group bought 2,684 State Street SPDR S&P 500 ETF Trust shares in Q4 2017, an estimated $698K.
State Street SPDR S&P 500 ETF Trust made up 3.42% of 440 Investment Group's portfolio in Q4 2017, its #5 holding.
440 Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 4 quarters since.
1,913 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.