Ancora Family Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Ancora Family Wealth 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
2016 Q3	$818K	Sell	3,784 -106	-3%	-$22.9K	0.28%	94
2016 Q2	$815K	Sell	3,890 -50	-1%	-$10.4K	0.31%	86
2016 Q1	$810K	Sell	3,940 -4	-0.1%	-$781	0.33%	91
2015 Q4	$804K	Buy	3,944 +257	+7%	+$52.8K	0.34%	90
2015 Q3	$707K	Buy	+3,687	New	+$748K	0.29%	100

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Ancora Family Wealth Advisors's SPY Position: Q3 2016 in Review

Ancora Family Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q3 2016, selling an estimated $22.9K and leaving 3,784 shares worth $818K. The position accounts for 0.28% of the portfolio, ranked #94.

Ancora Family Wealth Advisors first reported a position in SPY in Q3 2015 and has held it in 5 quarters since. 1,524 funds tracked by Wall St. Rank hold SPY as of Q3 2016.

Ancora Family Wealth Advisors held 3,784 shares of State Street SPDR S&P 500 ETF Trust worth $818K as of Q3 2016.
Ancora Family Wealth Advisors sold 106 State Street SPDR S&P 500 ETF Trust shares in Q3 2016, an estimated $22.9K.
State Street SPDR S&P 500 ETF Trust made up 0.28% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #94 holding.
Ancora Family Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2015 and has held it in 5 quarters since.
1,524 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.