American Economic Planning Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

American Economic Planning 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
2019 Q3	$1.07M	Hold	3,591	–	–	0.29%	35
2019 Q2	$1.05M	Hold	3,591	–	–	0.32%	36
2019 Q1	$1.01M	Hold	3,591	–	–	0.32%	33
2018 Q4	$897K	Sell	3,591 -134	-4%	-$36.1K	0.29%	34
2018 Q3	$1.08M	Sell	3,725 -532	-12%	-$151K	0.38%	25
2018 Q2	$1.16M	Buy	4,257 +3	+0.1%	+$810	0.43%	25
2018 Q1	$1.12M	Buy	4,254 +4	+0.1%	+$1.09K	0.41%	26
2017 Q4	$1.13M	Buy	4,250 +18	+0.4%	+$4.68K	0.42%	24
2017 Q3	$1.06M	Buy	4,232 +379	+10%	+$93.4K	0.4%	24
2017 Q2	$932K	Buy	3,853 +296	+8%	+$70.9K	0.37%	25
2017 Q1	$839K	Buy	+3,557	New	+$827K	0.34%	25
2015 Q3	–	Sell	-1,046	Closed	-$215K	–	45
2015 Q2	$215K	Buy	1,046 +2	+0.2%	+$421	0.09%	42
2015 Q1	$216K	Buy	+1,044	New	+$215K	0.08%	39

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

American Economic Planning Group's SPY Position: Q3 2019 in Review

American Economic Planning Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2019 at 3,591 shares worth $1.07M. The position accounts for 0.29% of the portfolio, ranked #35.

American Economic Planning Group first reported a position in SPY in Q1 2015 and has held it in 13 quarters since. The position peaked at $1.16M in Q2 2018. 2,158 funds tracked by Wall St. Rank hold SPY as of Q3 2019.

American Economic Planning Group held 3,591 shares of State Street SPDR S&P 500 ETF Trust worth $1.07M as of Q3 2019.
American Economic Planning Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2019.
State Street SPDR S&P 500 ETF Trust made up 0.29% of American Economic Planning Group's portfolio in Q3 2019, its #35 holding.
American Economic Planning Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2015 and has held it in 13 quarters since.
American Economic Planning Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.16M in Q2 2018.
2,158 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.