Jamison Eaton & Wood’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Jamison Eaton & Wood’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
2013 Q4	–	Sell	-505	Closed	-$85K	–	191
2013 Q3	$85K	Buy	+505	New	+$84.6K	0.02%	145

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Jamison Eaton & Wood's SPY Position: Q4 2013 in Review

Jamison Eaton & Wood sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2013, closing a stake of 505 shares — an estimated $85K sold.

Jamison Eaton & Wood first reported a position in SPY in Q3 2013 and held it in 1 quarter. The position peaked at $85K in Q3 2013. 1,210 funds tracked by Wall St. Rank hold SPY as of Q4 2013.

Jamison Eaton & Wood reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2013 after selling out during the quarter.
Jamison Eaton & Wood sold 505 State Street SPDR S&P 500 ETF Trust shares in Q4 2013, an estimated $85K.
Jamison Eaton & Wood first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and held it in 1 quarter.
Jamison Eaton & Wood's State Street SPDR S&P 500 ETF Trust position peaked at $85K in Q3 2013.
1,210 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2013.

Based on Jamison Eaton & Wood's 13F filing for Q4 2013, filed 11 Feb 2014.