Kernodle & Katon Asset Management Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kernodle & Katon Asset Management Group’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 Q1	$56K	Hold	238	–	–	0.03%	159
2016 Q4	$53K	Buy	238 +90	+61%	+$19.7K	0.03%	160
2016 Q3	$32K	Hold	148	–	–	0.02%	203
2016 Q2	$31K	Hold	148	–	–	0.03%	164
2016 Q1	$30K	Hold	148	–	–	0.03%	149
2015 Q4	$30K	Buy	+148	New	+$30.4K	0.03%	150

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kernodle & Katon Asset Management Group's SPY Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2017 at 238 shares worth $56K. The position accounts for 0.03% of the portfolio, ranked #159.

Kernodle & Katon Asset Management Group first reported a position in SPY in Q4 2015 and has held it in 6 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q1 2017.

Kernodle & Katon Asset Management Group held 238 shares of State Street SPDR S&P 500 ETF Trust worth $56K as of Q1 2017.
Kernodle & Katon Asset Management Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2017.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #159 holding.
Kernodle & Katon Asset Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 6 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.