FundX Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

FundX Investment Group’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
2015 Q1	–	Sell	-100,000	Closed	-$20.6M	–	29
2014 Q4	$20.6M	Sell	100,000 -104,800	-51%	-$21.1M	6.17%	7
2014 Q3	$40.4M	Sell	204,800 -103,000	-33%	-$20.4M	15.24%	2
2014 Q2	$60.2M	Sell	307,800 -120,200	-28%	-$22.9M	23.15%	1
2014 Q1	$80M	Buy	428,000 +4,000	+0.9%	+$734K	33.63%	1
2013 Q4	$78.3M	Buy	424,000 +100,000	+31%	+$17.7M	34.74%	1
2013 Q3	$54.4M	Buy	324,000 +107,000	+49%	+$17.9M	21.55%	2
2013 Q2	$34.8M	Buy	+217,000	New	+$35M	14.86%	2

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

FundX Investment Group's SPY Position: Q1 2020 in Review

FundX Investment Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2020, closing a stake of 5,875 shares — an estimated $1.89M sold.

FundX Investment Group first reported a position in SPY in Q4 2015 and held it in 7 quarters. The position peaked at $2.12M in Q4 2015. 2,408 funds tracked by Wall St. Rank hold SPY as of Q1 2020.

FundX Investment Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2020 after selling out during the quarter.
FundX Investment Group sold 5,875 State Street SPDR S&P 500 ETF Trust shares in Q1 2020, an estimated $1.89M.
FundX Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and held it in 7 quarters.
FundX Investment Group's State Street SPDR S&P 500 ETF Trust position peaked at $2.12M in Q4 2015.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.