Independence Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Independence Advisors’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
2019 Q3	–	Sell	-755	Closed	-$221K	–	110
2019 Q2	$221K	Buy	+755	New	+$217K	0.06%	89

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Independence Advisors's SPY Position: Q3 2019 in Review

Independence Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2019, closing a stake of 755 shares — an estimated $221K sold.

Independence Advisors first reported a position in SPY in Q2 2019 and held it in 1 quarter. The position peaked at $221K in Q2 2019. 2,157 funds tracked by Wall St. Rank hold SPY as of Q3 2019.

Independence Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2019 after selling out during the quarter.
Independence Advisors sold 755 State Street SPDR S&P 500 ETF Trust shares in Q3 2019, an estimated $221K.
Independence Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and held it in 1 quarter.
Independence Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $221K in Q2 2019.
2,157 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2019.

Based on Independence Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.