Aviva’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Aviva’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 Q4	–	Sell	-152,984	Closed	-$33.1M	–	787
2016 Q3	$33.1M	Hold	152,984	–	–	0.21%	107
2016 Q2	$32.1M	Sell	152,984 -4,150	-3%	-$861K	0.22%	100
2016 Q1	$32.3M	Sell	157,134 -15,900	-9%	-$3.1M	0.24%	91
2015 Q4	$35.3M	Sell	173,034 -16,200	-9%	-$3.33M	0.27%	84
2015 Q3	$36.3M	Sell	189,234 -5,500	-3%	-$1.12M	0.3%	80
2015 Q2	$40.1M	Sell	194,734 -3,200	-2%	-$673K	0.28%	79
2015 Q1	$40.9M	Sell	197,934 -42,320	-18%	-$8.73M	0.28%	81
2014 Q4	$49.4M	Buy	240,254 +7,850	+3%	+$1.58M	0.38%	62
2014 Q3	$45.8M	Sell	232,404 -5,400	-2%	-$1.07M	0.36%	60
2014 Q2	$46.5M	Sell	237,804 -15,270	-6%	-$2.9M	0.36%	59
2014 Q1	$47.3M	Buy	253,074 +3,083	+1%	+$566K	0.38%	62
2013 Q4	$46.2M	Sell	249,991 -5,406	-2%	-$957K	0.39%	63
2013 Q3	$42.9M	Buy	255,397 +1,330	+0.5%	+$223K	0.38%	56
2013 Q2	$40.7M	Buy	+254,067	New	+$40.9M	0.41%	54

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aviva's SPY Position: Q4 2016 in Review

Aviva sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2016, closing a stake of 152,984 shares — an estimated $33.1M sold.

Aviva first reported a position in SPY in Q2 2013 and held it in 14 quarters. The position peaked at $49.4M in Q4 2014. 1,654 funds tracked by Wall St. Rank hold SPY as of Q4 2016.

Aviva reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2016 after selling out during the quarter.
Aviva sold 152,984 State Street SPDR S&P 500 ETF Trust shares in Q4 2016, an estimated $33.1M.
Aviva first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and held it in 14 quarters.
Aviva's State Street SPDR S&P 500 ETF Trust position peaked at $49.4M in Q4 2014.
1,654 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2016.

Based on Aviva's 13F filing for Q4 2016, filed 13 Feb 2017.