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

Cornerstone Financial Partners’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	$295K	Buy	1,103 +185	+20%	+$48.1K	0.1%	116
2017 Q3	$231K	Buy	918 +131	+17%	+$32.3K	0.09%	106
2017 Q2	$190K	Sell	787 -3,040	-79%	-$729K	0.07%	117
2017 Q1	$763K	Buy	+3,827	New	+$889K	0.26%	74

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

Cornerstone Financial Partners's SPY Position: Q4 2017 in Review

Cornerstone Financial Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 20% in Q4 2017, buying an estimated $48.1K and bringing the position to 1,103 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #116.

Cornerstone Financial Partners first reported a position in SPY in Q1 2017 and has held it in 4 quarters since. The position peaked at $763K in Q1 2017. 1,913 funds tracked by Wall St. Rank hold SPY as of Q4 2017.

Cornerstone Financial Partners held 1,103 shares of State Street SPDR S&P 500 ETF Trust worth $295K as of Q4 2017.
Cornerstone Financial Partners bought 185 State Street SPDR S&P 500 ETF Trust shares in Q4 2017, an estimated $48.1K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Cornerstone Financial Partners's portfolio in Q4 2017, its #116 holding.
Cornerstone Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 4 quarters since.
Cornerstone Financial Partners's State Street SPDR S&P 500 ETF Trust position peaked at $763K in Q1 2017.
1,913 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.