GFS Private Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

GFS Private Wealth’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 Q4	$689K	Buy	+2,582	New	+$671K	0.24%	35

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

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

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

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

GFS Private Wealth's SPY Position: Q4 2017 in Review

GFS Private Wealth opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2017: 2,582 shares worth $689K. The stake represents 0.24% of the portfolio and ranks #35 among its holdings.

1,913 funds tracked by Wall St. Rank hold SPY as of Q4 2017.

GFS Private Wealth held 2,582 shares of State Street SPDR S&P 500 ETF Trust worth $689K as of Q4 2017.
State Street SPDR S&P 500 ETF Trust was a new GFS Private Wealth position in Q4 2017.
State Street SPDR S&P 500 ETF Trust made up 0.24% of GFS Private Wealth's portfolio in Q4 2017, its #35 holding.
1,913 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.