DeGreen Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

DeGreen Capital Management’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
2013 Q4	$39M	Buy	+211,605	New	+$37.5M	32.04%	1

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

DeGreen Capital Management's SPY Position: Q4 2013 in Review

DeGreen Capital Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2013: 211,605 shares worth $39M. The stake represents 32.04% of the portfolio and ranks #1 among its holdings.

1,209 funds tracked by Wall St. Rank hold SPY as of Q4 2013.

DeGreen Capital Management held 211,605 shares of State Street SPDR S&P 500 ETF Trust worth $39M as of Q4 2013.
State Street SPDR S&P 500 ETF Trust was a new DeGreen Capital Management position in Q4 2013.
State Street SPDR S&P 500 ETF Trust made up 32.04% of DeGreen Capital Management's portfolio in Q4 2013, its #1 holding.
1,209 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2013.

Based on DeGreen Capital Management's 13F filing for Q4 2013, filed 12 Apr 2018.