Cleary Gull’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cleary Gull’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
2015 Q1	$2.23M	Buy	+10,815	New	+$2.23M	2.11%	7

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Cleary Gull's SPY Position: Q1 2015 in Review

Cleary Gull opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2015: 10,815 shares worth $2.23M. The stake represents 2.11% of the portfolio and ranks #7 among its holdings.

1,378 funds tracked by Wall St. Rank hold SPY as of Q1 2015.

Cleary Gull held 10,815 shares of State Street SPDR S&P 500 ETF Trust worth $2.23M as of Q1 2015.
State Street SPDR S&P 500 ETF Trust was a new Cleary Gull position in Q1 2015.
State Street SPDR S&P 500 ETF Trust made up 2.11% of Cleary Gull's portfolio in Q1 2015, its #7 holding.
1,378 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.