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Bellwether Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bellwether Investment 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
2017
Q2 		– Sell
-382
Closed -$90K – 532
2017
Q1 		$90K Sell
382
-1,450
-79% -$337K 0.24% 98
2016
Q4 		$409K Buy
+1,832
New +$400K 0.37% 78
2016
Q2 		$162K Buy
+773
New +$160K 0.18% 133

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bellwether Investment Group's SPY Position: Q2 2017 in Review

Bellwether Investment Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2017, closing a stake of 382 shares — an estimated $90K sold.

Bellwether Investment Group first reported a position in SPY in Q2 2016 and held it in 3 quarters. The position peaked at $409K in Q4 2016. 1,649 funds tracked by Wall St. Rank hold SPY as of Q2 2017.

  • Bellwether Investment Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 382 State Street SPDR S&P 500 ETF Trust shares in Q2 2017, an estimated $90K.
  • Bellwether Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's State Street SPDR S&P 500 ETF Trust position peaked at $409K in Q4 2016.
  • 1,649 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.