Genovese Burford & Brothers Wealth & Retirement Plan Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2017 Q1	–	Sell	-20	Closed	-$2K	–	503
2016 Q4	$2K	Buy	+20	New	+$4.37K	﹤0.01%	449

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's SPY Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.4% in Q4 2020, buying an estimated $37.6K and bringing the position to 1,229 shares worth $460K. The position accounts for 0.11% of the portfolio, ranked #65.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SPY in Q4 2015 and has held it in 21 quarters since. The position peaked at $882K in Q3 2018. 2,720 funds tracked by Wall St. Rank hold SPY as of Q4 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management held 1,229 shares of State Street SPDR S&P 500 ETF Trust worth $460K as of Q4 2020.
Genovese Burford & Brothers Wealth & Retirement Plan Management bought 106 State Street SPDR S&P 500 ETF Trust shares in Q4 2020, an estimated $37.6K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #65 holding.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 21 quarters since.
Genovese Burford & Brothers Wealth & Retirement Plan Management's State Street SPDR S&P 500 ETF Trust position peaked at $882K in Q3 2018.
2,720 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.