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

Banyan Partners’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
2014 Q3	$20.3M	Buy	103,000 +6,000	+6%	+$1.19M	1.72%	7
2014 Q2	$19M	Sell	97,000 -28,500	-23%	-$5.42M	1.6%	8
2014 Q1	$23.5M	Buy	+125,500	New	+$23M	2.02%	4
2013 Q4	–	Sell	-75,500	Closed	-$12.7M	–	446
2013 Q3	$12.7M	Buy	+75,500	New	+$12.7M	1.12%	13

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Banyan Partners's SPY Position: Q1 2014 in Review

Banyan Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2014, closing a stake of 25,944 shares — an estimated $4.76M sold.

Banyan Partners first reported a position in SPY in Q3 2013 and held it in 2 quarters. The position peaked at $6.78M in Q3 2013. 1,199 funds tracked by Wall St. Rank hold SPY as of Q1 2014.

Banyan Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2014 after selling out during the quarter.
Banyan Partners sold 25,944 State Street SPDR S&P 500 ETF Trust shares in Q1 2014, an estimated $4.76M.
Banyan Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and held it in 2 quarters.
Banyan Partners's State Street SPDR S&P 500 ETF Trust position peaked at $6.78M in Q3 2013.
1,199 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2014.

Based on Banyan Partners's 13F filing for Q1 2014, filed 13 May 2014.