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

Efficient Market 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
2017 Q1	$3.16M	Buy	13,413 +338	+3%	+$78.5K	0.44%	22
2016 Q4	$2.92M	Sell	13,075 -319	-2%	-$69.7K	0.44%	22
2016 Q3	$2.9M	Sell	13,394 -1,485	-10%	-$321K	0.45%	21
2016 Q2	$3.12M	Sell	14,879 -592	-4%	-$123K	0.51%	21
2016 Q1	$3.18M	Buy	15,471 +583	+4%	+$114K	0.55%	22
2015 Q4	$3.04M	Sell	14,888 -5,598	-27%	-$1.15M	0.65%	22
2015 Q3	$3.93M	Sell	20,486 -2,288	-10%	-$464K	0.93%	17
2015 Q2	$4.69M	Sell	22,774 -1,372	-6%	-$288K	1.09%	17
2015 Q1	$4.98M	Sell	24,146 -7,068	-23%	-$1.46M	1.15%	17
2014 Q4	$6.42M	Buy	31,214 +2,705	+9%	+$544K	1.57%	14
2014 Q3	$5.62M	Sell	28,509 -102,238	-78%	-$20.2M	1.49%	16
2014 Q2	$25.6M	Sell	130,747 -18,047	-12%	-$3.43M	6.49%	4
2014 Q1	$27.8M	Sell	148,794 -5,167	-3%	-$948K	7.4%	4
2013 Q4	$28.4M	Sell	153,961 -146	-0.1%	-$25.8K	8.41%	4
2013 Q3	$25.9M	Buy	154,107 +848	+0.6%	+$142K	8.38%	3
2013 Q2	$24.6M	Buy	+153,259	New	+$24.7M	8.94%	4

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Efficient Market Advisors's SPY Position: Q1 2017 in Review

Efficient Market Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q1 2017, buying an estimated $78.5K and bringing the position to 13,413 shares worth $3.16M. The position accounts for 0.44% of the portfolio, ranked #22.

Efficient Market Advisors first reported a position in SPY in Q2 2013 and has held it in 16 quarters since. The position peaked at $28.4M in Q4 2013. 1,643 funds tracked by Wall St. Rank hold SPY as of Q1 2017.

Efficient Market Advisors held 13,413 shares of State Street SPDR S&P 500 ETF Trust worth $3.16M as of Q1 2017.
Efficient Market Advisors bought 338 State Street SPDR S&P 500 ETF Trust shares in Q1 2017, an estimated $78.5K.
State Street SPDR S&P 500 ETF Trust made up 0.44% of Efficient Market Advisors's portfolio in Q1 2017, its #22 holding.
Efficient Market Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 16 quarters since.
Efficient Market Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $28.4M in Q4 2013.
1,643 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.