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

Crow Point 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
2018
Q4 		– Sell
-7,200
Closed -$2.09M – 159
2018
Q3 		$2.09M Buy
+7,200
New +$2.05M 0.36% 36

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Crow Point Partners's SPY Position: Q4 2019 in Review

Crow Point Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q4 2019, buying an estimated $133K and bringing the position to 15,432 shares worth $1.69M. The position accounts for 2.64% of the portfolio, ranked #10.

Crow Point Partners first reported a position in SPY in Q4 2017 and has held it in 9 quarters since. The position peaked at $4.43M in Q3 2019. 2,441 funds tracked by Wall St. Rank hold SPY as of Q4 2019.

  • Crow Point Partners held 15,432 shares of State Street SPDR S&P 500 ETF Trust worth $1.69M as of Q4 2019.
  • Crow Point Partners bought 432 State Street SPDR S&P 500 ETF Trust shares in Q4 2019, an estimated $133K.
  • State Street SPDR S&P 500 ETF Trust made up 2.64% of Crow Point Partners's portfolio in Q4 2019, its #10 holding.
  • Crow Point Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 9 quarters since.
  • Crow Point Partners's State Street SPDR S&P 500 ETF Trust position peaked at $4.43M in Q3 2019.
  • 2,441 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2019.

Based on Crow Point Partners's 13F filing for Q4 2019, filed 14 Feb 2020.