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

Cypress Wealth 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 Q3	–	Sell	-1,011	Closed	-$274K	–	86
2018 Q2	$274K	Hold	1,011	–	–	0.3%	64
2018 Q1	$266K	Sell	1,011 -460	-31%	-$126K	0.29%	70
2017 Q4	$393K	Sell	1,471 -2,043	-58%	-$531K	0.38%	58
2017 Q3	$883K	Sell	3,514 -4,687	-57%	-$1.16M	1.43%	20
2017 Q2	$1.98M	Sell	8,201 -6,358	-44%	-$1.52M	2.32%	11
2017 Q1	$3.43M	Buy	14,559 +274	+2%	+$63.7K	1.57%	14
2016 Q4	$3.19M	Buy	14,285 +1,456	+11%	+$318K	1.46%	15
2016 Q3	$2.77M	Sell	12,829 -318	-2%	-$68.7K	1.25%	15
2016 Q2	$2.75M	Sell	13,147 -113	-0.9%	-$23.4K	1.36%	13
2016 Q1	$2.73M	Sell	13,260 -427	-3%	-$83.3K	1.25%	16
2015 Q4	$2.79M	Hold	13,687	–	–	1.41%	14
2015 Q3	$2.62M	Hold	13,687	–	–	1.42%	13
2015 Q2	$2.82M	Buy	+13,687	New	+$2.88M	1.65%	11

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Cypress Wealth Advisors's SPY Position: Q3 2018 in Review

Cypress Wealth Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2018, closing a stake of 1,011 shares — an estimated $274K sold.

Cypress Wealth Advisors first reported a position in SPY in Q2 2015 and held it in 13 quarters. The position peaked at $3.43M in Q1 2017. 1,920 funds tracked by Wall St. Rank hold SPY as of Q3 2018.

Cypress Wealth Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2018 after selling out during the quarter.
Cypress Wealth Advisors sold 1,011 State Street SPDR S&P 500 ETF Trust shares in Q3 2018, an estimated $274K.
Cypress Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2015 and held it in 13 quarters.
Cypress Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $3.43M in Q1 2017.
1,920 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2018.

Based on Cypress Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.