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

Independence Trust’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	$385K	Hold	1,443	–	–	0.43%	38
2017 Q3	$363K	Sell	1,443 -34	-2%	-$8.38K	0.41%	40
2017 Q2	$357K	Buy	+1,477	New	+$354K	0.42%	41
2017 Q1	–	Sell	-1,530	Closed	-$342K	–	83
2016 Q4	$342K	Buy	1,530 +15	+1%	+$3.28K	0.47%	42
2016 Q3	$328K	Sell	1,515 -1,190	-44%	-$257K	0.54%	33
2016 Q2	$567K	Hold	2,705	–	–	0.87%	27
2016 Q1	$556K	Buy	2,705 +165	+6%	+$32.2K	0.88%	26
2015 Q4	$518K	Hold	2,540	–	–	0.67%	32
2015 Q3	$487K	Buy	2,540 +17	+0.7%	+$3.45K	0.5%	43
2015 Q2	$519K	Buy	2,523 +48	+2%	+$10.1K	0.35%	51
2015 Q1	$511K	Hold	2,475	–	–	0.32%	55
2014 Q4	$509K	Hold	2,475	–	–	0.31%	64
2014 Q3	$488K	Hold	2,475	–	–	0.32%	54
2014 Q2	$484K	Hold	2,475	–	–	0.31%	60
2014 Q1	$463K	Hold	2,475	–	–	0.32%	56
2013 Q4	$457K	Hold	2,475	–	–	0.31%	50
2013 Q3	$416K	Hold	2,475	–	–	0.31%	54
2013 Q2	$397K	Buy	+2,475	New	+$399K	0.29%	58

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

Independence Trust's SPY Position: Q4 2017 in Review

Independence Trust held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2017 at 1,443 shares worth $385K. The position accounts for 0.43% of the portfolio, ranked #38.

Independence Trust first reported a position in SPY in Q2 2013 and has held it in 18 quarters since. The position peaked at $567K in Q2 2016. 1,913 funds tracked by Wall St. Rank hold SPY as of Q4 2017.

Independence Trust held 1,443 shares of State Street SPDR S&P 500 ETF Trust worth $385K as of Q4 2017.
Independence Trust left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2017.
State Street SPDR S&P 500 ETF Trust made up 0.43% of Independence Trust's portfolio in Q4 2017, its #38 holding.
Independence Trust first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 18 quarters since.
Independence Trust's State Street SPDR S&P 500 ETF Trust position peaked at $567K in Q2 2016.
1,913 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.