Gary Goldberg Planning Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Gary Goldberg Planning 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 Q4	$171K	Hold	833	–	–	0.07%	111
2014 Q3	$164K	Sell	833 -51	-6%	-$10.1K	0.07%	124
2014 Q2	$173K	Sell	884 -40	-4%	-$7.61K	0.08%	121
2014 Q1	$173K	Sell	924 -823	-47%	-$151K	0.08%	114
2013 Q4	$323K	Sell	1,747 -116	-6%	-$20.5K	0.19%	73
2013 Q3	$313K	Hold	1,863	–	–	0.19%	73
2013 Q2	$299K	Buy	+1,863	New	+$300K	0.19%	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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Gary Goldberg Planning Services's SPY Position: Q4 2014 in Review

Gary Goldberg Planning Services held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2014 at 833 shares worth $171K. The position accounts for 0.07% of the portfolio, ranked #111.

Gary Goldberg Planning Services first reported a position in SPY in Q2 2013 and has held it in 7 quarters since. The position peaked at $323K in Q4 2013. 1,439 funds tracked by Wall St. Rank hold SPY as of Q4 2014.

Gary Goldberg Planning Services held 833 shares of State Street SPDR S&P 500 ETF Trust worth $171K as of Q4 2014.
Gary Goldberg Planning Services left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2014.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #111 holding.
Gary Goldberg Planning Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's State Street SPDR S&P 500 ETF Trust position peaked at $323K in Q4 2013.
1,439 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.