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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
-152,396
Closed -$474K – 222
2019
Q4 		$474K Buy
+152,396
New +$46.9M 0.02% 188

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 152,396 shares — an estimated $474K sold.

Johanson Financial Advisors first reported a position in SPY in Q4 2019 and held it in 1 quarter. The position peaked at $474K in Q4 2019. 2,409 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 152,396 State Street SPDR S&P 500 ETF Trust shares in Q1 2020, an estimated $474K.
  • 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 $474K in Q4 2019.
  • 2,409 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.