Bridgewater Wealth & Financial Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bridgewater Wealth & Financial Management’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 Q3	–	Sell	-6,299	Closed	-$1.52M	–	94
2017 Q2	$1.52M	Hold	6,299	–	–	0.51%	41
2017 Q1	$1.49M	Sell	6,299 -122	-2%	-$28.3K	0.54%	39
2016 Q4	$1.44M	Buy	6,421 +8	+0.1%	+$1.75K	0.54%	39
2016 Q3	$1.39M	Buy	6,413 +2	+0%	+$432	0.51%	39
2016 Q2	$1.34M	Buy	6,411 +29	+0.5%	+$6.02K	0.48%	41
2016 Q1	$1.31M	Buy	6,382 +70	+1%	+$13.7K	0.48%	39
2015 Q4	$1.29M	Buy	6,312 +35	+0.6%	+$7.19K	0.5%	38
2015 Q3	$1.2M	Buy	+6,277	New	+$1.27M	0.5%	38
2015 Q1	–	Sell	-6,110	Closed	-$1.26M	–	91
2014 Q4	$1.26M	Buy	+6,110	New	+$1.23M	0.51%	41

Other funds holding SPY

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Bridgewater Wealth & Financial Management's SPY Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2017, closing a stake of 6,299 shares — an estimated $1.52M sold.

Bridgewater Wealth & Financial Management first reported a position in SPY in Q4 2014 and held it in 9 quarters. The position peaked at $1.52M in Q2 2017. 1,662 funds tracked by Wall St. Rank hold SPY as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 6,299 State Street SPDR S&P 500 ETF Trust shares in Q3 2017, an estimated $1.52M.
Bridgewater Wealth & Financial Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and held it in 9 quarters.
Bridgewater Wealth & Financial Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.52M in Q2 2017.
1,662 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.