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

Fiduciary Management Inc’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
2020 Q2	–	Sell	-9,551	Closed	-$2.46M	–	72
2020 Q1	$2.46M	Buy	+9,551	New	+$2.91M	0.02%	69
2019 Q1	–	Sell	-24,000	Closed	-$6M	–	74
2018 Q4	$6M	Buy	+24,000	New	+$6.47M	0.04%	65
2018 Q1	–	Sell	-12,335	Closed	-$3.29M	–	69
2017 Q4	$3.29M	Buy	+12,335	New	+$3.21M	0.02%	65
2016 Q1	–	Sell	-17,735	Closed	-$3.62M	–	78
2015 Q4	$3.62M	Buy	+17,735	New	+$3.64M	0.02%	72
2015 Q1	–	Sell	-14,485	Closed	-$2.98M	–	73
2014 Q4	$2.98M	Buy	14,485 +11,560	+395%	+$2.32M	0.01%	66
2014 Q3	$576K	Buy	+2,925	New	+$578K	﹤0.01%	67

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Fiduciary Management Inc's SPY Position: Q2 2020 in Review

Fiduciary Management Inc sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2020, closing a stake of 9,551 shares — an estimated $2.46M sold.

Fiduciary Management Inc first reported a position in SPY in Q3 2014 and held it in 6 quarters. The position peaked at $6M in Q4 2018. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2020.

Fiduciary Management Inc reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2020 after selling out during the quarter.
Fiduciary Management Inc sold 9,551 State Street SPDR S&P 500 ETF Trust shares in Q2 2020, an estimated $2.46M.
Fiduciary Management Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2014 and held it in 6 quarters.
Fiduciary Management Inc's State Street SPDR S&P 500 ETF Trust position peaked at $6M in Q4 2018.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2020.

Based on Fiduciary Management Inc's 13F filing for Q2 2020, filed 11 Aug 2020.