Clarfeld Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$2.89M	Buy	+11,493	New	+$3.1M	2.4%	11

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarfeld Financial Advisors's SPY Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2018: 11,493 shares worth $2.89M. The stake represents 2.4% of the portfolio and ranks #11 among its holdings.

2,200 funds tracked by Wall St. Rank hold SPY as of Q4 2018.

Clarfeld Financial Advisors held 11,493 shares of State Street SPDR S&P 500 ETF Trust worth $2.89M as of Q4 2018.
State Street SPDR S&P 500 ETF Trust was a new Clarfeld Financial Advisors position in Q4 2018.
State Street SPDR S&P 500 ETF Trust made up 2.4% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #11 holding.
2,200 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.