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

Johanson Financial 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
2020
Q1 		– Sell
-474
Closed -$152K – 222
2019
Q4 		$152K Buy
+474
New +$146K 0.07% 114

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Johanson Financial Advisors's SPY Position: Q1 2020 in Review

Johanson Financial Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2020, closing a stake of 474 shares — an estimated $152K sold.

Johanson Financial Advisors first reported a position in SPY in Q4 2019 and held it in 1 quarter. The position peaked at $152K in Q4 2019. 2,406 funds tracked by Wall St. Rank hold SPY as of Q1 2020.

  • Johanson Financial Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 474 State Street SPDR S&P 500 ETF Trust shares in Q1 2020, an estimated $152K.
  • Johanson Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $152K in Q4 2019.
  • 2,406 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.