Guardian Life Insurance’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Guardian Life Insurance’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
2020 Q1	–	Sell	-2	Closed	-$1K	–	402
2019 Q4	$1K	Hold	2	–	–	﹤0.01%	514
2019 Q3	$1K	Hold	2	–	–	﹤0.01%	528
2019 Q2	$1K	Sell	2 -1,370	-100%	-$395K	﹤0.01%	529
2019 Q1	$388K	Sell	1,372 -212,373	-99%	-$57.7M	0.05%	59
2018 Q4	$53.4M	Buy	213,745 +189,000	+764%	+$51M	9.23%	3
2018 Q3	$7.19M	Hold	24,745	–	–	1.17%	15
2018 Q2	$6.71M	Buy	+24,745	New	+$6.68M	1.14%	14
2015 Q4	–	Sell	-260,962	Closed	-$50M	–	577
2015 Q3	$50M	Buy	260,962 +260,062	+28,896%	+$52.8M	5.08%	1
2015 Q2	$185K	Buy	+900	New	+$189K	0.02%	182
2015 Q1	–	Sell	-11,953	Closed	-$2.46M	–	583
2014 Q4	$2.46M	Buy	11,953 +1,453	+14%	+$292K	0.25%	71
2014 Q3	$2.07M	Buy	10,500 +1,600	+18%	+$316K	0.21%	72
2014 Q2	$1.74M	Buy	8,900 +620	+7%	+$118K	0.17%	71
2014 Q1	$1.55M	Buy	8,280 +1,960	+31%	+$360K	0.14%	80
2013 Q4	$1.17M	Sell	6,320 -280,760	-98%	-$49.7M	0.11%	90
2013 Q3	$48.3M	Buy	287,080 +6,930	+2%	+$1.16M	4.02%	2
2013 Q2	$44.8M	Buy	+280,150	New	+$45.1M	4.08%	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

Guardian Life Insurance's SPY Position: Q1 2020 in Review

Guardian Life Insurance sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2020, closing a stake of 2 shares — an estimated $1K sold.

Guardian Life Insurance first reported a position in SPY in Q2 2013 and held it in 16 quarters. The position peaked at $53.4M in Q4 2018. 2,408 funds tracked by Wall St. Rank hold SPY as of Q1 2020.

Guardian Life Insurance reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2020 after selling out during the quarter.
Guardian Life Insurance sold 2 State Street SPDR S&P 500 ETF Trust shares in Q1 2020, an estimated $1K.
Guardian Life Insurance first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and held it in 16 quarters.
Guardian Life Insurance's State Street SPDR S&P 500 ETF Trust position peaked at $53.4M in Q4 2018.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.