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

FinTrust Investment Advisory 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
2018 Q1	$261K	Sell	993 -205	-17%	-$56K	0.24%	84
2017 Q4	$320K	Hold	1,198	–	–	0.28%	75
2017 Q3	$301K	Buy	+1,198	New	+$295K	0.29%	82

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

FinTrust Investment Advisory Services's SPY Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q1 2018, selling an estimated $56K and leaving 993 shares worth $261K. The position accounts for 0.24% of the portfolio, ranked #84.

FinTrust Investment Advisory Services first reported a position in SPY in Q3 2017 and has held it in 3 quarters since. The position peaked at $320K in Q4 2017. 1,918 funds tracked by Wall St. Rank hold SPY as of Q1 2018.

FinTrust Investment Advisory Services held 993 shares of State Street SPDR S&P 500 ETF Trust worth $261K as of Q1 2018.
FinTrust Investment Advisory Services sold 205 State Street SPDR S&P 500 ETF Trust shares in Q1 2018, an estimated $56K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #84 holding.
FinTrust Investment Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2017 and has held it in 3 quarters since.
FinTrust Investment Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $320K in Q4 2017.
1,918 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.