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FBL Investment Management Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

FBL Investment Management Services’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
2014
Q1 		– Sell
-37,595
Closed -$6.94M – 52
2013
Q4 		$6.94M Sell
37,595
-31,695
-46% -$5.61M 1.63% 14
2013
Q3 		$11.4M Buy
69,290
+37,595
+119% +$6.3M 1.78% 16
2013
Q2 		$5.08M Buy
+31,695
New +$5.11M 1.8% 17

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

FBL Investment Management Services's SPY Position: Q1 2014 in Review

FBL Investment Management Services sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2014, closing a stake of 37,595 shares — an estimated $6.94M sold.

FBL Investment Management Services first reported a position in SPY in Q2 2013 and held it in 3 quarters. The position peaked at $11.4M in Q3 2013. 1,200 funds tracked by Wall St. Rank hold SPY as of Q1 2014.

  • FBL Investment Management Services reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2014 after selling out during the quarter.
  • FBL Investment Management Services sold 37,595 State Street SPDR S&P 500 ETF Trust shares in Q1 2014, an estimated $6.94M.
  • FBL Investment Management Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and held it in 3 quarters.
  • FBL Investment Management Services's State Street SPDR S&P 500 ETF Trust position peaked at $11.4M in Q3 2013.
  • 1,200 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2014.

Based on FBL Investment Management Services's 13F filing for Q1 2014, filed 14 May 2014.