Good Harbor Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Good Harbor Financial’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 Q3	$2.58M	Buy	13,482 +4,149	+44%	+$842K	0.28%	24
2015 Q2	$1.92M	Buy	9,333 +3,607	+63%	+$758K	0.17%	30
2015 Q1	$1.18M	Buy	+5,726	New	+$1.18M	0.08%	34

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

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

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

Citigroup New York $303B AUM 53.02% 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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Good Harbor Financial's SPY Position: Q3 2015 in Review

Good Harbor Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 44% in Q3 2015, buying an estimated $842K and bringing the position to 13,482 shares worth $2.58M. The position accounts for 0.28% of the portfolio, ranked #24.

Good Harbor Financial first reported a position in SPY in Q1 2015 and has held it in 3 quarters since. 1,397 funds tracked by Wall St. Rank hold SPY as of Q3 2015.

Good Harbor Financial held 13,482 shares of State Street SPDR S&P 500 ETF Trust worth $2.58M as of Q3 2015.
Good Harbor Financial bought 4,149 State Street SPDR S&P 500 ETF Trust shares in Q3 2015, an estimated $842K.
State Street SPDR S&P 500 ETF Trust made up 0.28% of Good Harbor Financial's portfolio in Q3 2015, its #24 holding.
Good Harbor Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2015 and has held it in 3 quarters since.
1,397 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2015.

Based on Good Harbor Financial's 13F filing for Q3 2015, filed 13 Nov 2015.