BB&T Investment Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

BB&T Investment Services’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	$34.9M	Sell	130,890 -20,879	-14%	-$5.43M	5.87%	2
2017 Q3	$38.2M	Sell	151,769 -120	-0.1%	-$29.6K	7.61%	2
2017 Q2	$36.7M	Buy	151,889 +42,913	+39%	+$10.3M	9.21%	1
2017 Q1	$25.7M	Buy	108,976 +64,027	+142%	+$14.9M	10.05%	1
2016 Q4	$10M	Buy	+44,949	New	+$9.82M	7.37%	1

Other funds holding SPY

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

BB&T Investment Services's SPY Position: Q4 2017 in Review

BB&T Investment Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q4 2017, selling an estimated $5.43M and leaving 130,890 shares worth $34.9M. The position accounts for 5.87% of the portfolio, ranked #2.

BB&T Investment Services first reported a position in SPY in Q4 2016 and has held it in 5 quarters since. The position peaked at $38.2M in Q3 2017. 1,912 funds tracked by Wall St. Rank hold SPY as of Q4 2017.

BB&T Investment Services held 130,890 shares of State Street SPDR S&P 500 ETF Trust worth $34.9M as of Q4 2017.
BB&T Investment Services sold 20,879 State Street SPDR S&P 500 ETF Trust shares in Q4 2017, an estimated $5.43M.
State Street SPDR S&P 500 ETF Trust made up 5.87% of BB&T Investment Services's portfolio in Q4 2017, its #2 holding.
BB&T Investment Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 5 quarters since.
BB&T Investment Services's State Street SPDR S&P 500 ETF Trust position peaked at $38.2M in Q3 2017.
1,912 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.