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

Haverford Financial 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
2020 Q1	–	Sell	-727	Closed	-$234K	–	75
2019 Q4	$234K	Buy	+727	New	+$224K	0.07%	68
2019 Q1	–	Sell	-3,152	Closed	-$788K	–	68
2018 Q4	$788K	Buy	+3,152	New	+$850K	0.33%	37
2018 Q1	–	Sell	-1,011	Closed	-$270K	–	93
2017 Q4	$270K	Buy	+1,011	New	+$263K	0.1%	78
2017 Q1	–	Sell	-1,027	Closed	-$230K	–	60
2016 Q4	$230K	Buy	+1,027	New	+$224K	0.1%	57

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

Haverford Financial Services's SPY Position: Q1 2020 in Review

Haverford Financial Services sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2020, closing a stake of 727 shares — an estimated $234K sold.

Haverford Financial Services first reported a position in SPY in Q4 2016 and held it in 4 quarters. The position peaked at $788K in Q4 2018. 2,409 funds tracked by Wall St. Rank hold SPY as of Q1 2020.

Haverford Financial Services reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2020 after selling out during the quarter.
Haverford Financial Services sold 727 State Street SPDR S&P 500 ETF Trust shares in Q1 2020, an estimated $234K.
Haverford Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and held it in 4 quarters.
Haverford Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $788K in Q4 2018.
2,409 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2020.

Based on Haverford Financial Services's 13F filing for Q1 2020, filed 11 May 2020.