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

KMS Financial Services’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
2014 Q3	$4.67M	Buy	23,720 +6,035	+34%	+$1.19M	0.66%	24
2014 Q2	$3.46M	Sell	17,685 -2,256	-11%	-$429K	0.5%	44
2014 Q1	$3.73M	Sell	19,941 -457	-2%	-$83.9K	0.59%	29
2013 Q4	$3.77M	Buy	20,398 +5,740	+39%	+$1.02M	0.64%	23
2013 Q3	$2.46M	Sell	14,658 -5,760	-28%	-$965K	0.6%	31
2013 Q2	$3.28M	Buy	+20,418	New	+$3.29M	0.92%	16

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

KMS Financial Services's SPY Position: Q3 2014 in Review

KMS Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 34% in Q3 2014, buying an estimated $1.19M and bringing the position to 23,720 shares worth $4.67M. The position accounts for 0.66% of the portfolio, ranked #24.

KMS Financial Services first reported a position in SPY in Q2 2013 and has held it in 6 quarters since. 1,245 funds tracked by Wall St. Rank hold SPY as of Q3 2014.

KMS Financial Services held 23,720 shares of State Street SPDR S&P 500 ETF Trust worth $4.67M as of Q3 2014.
KMS Financial Services bought 6,035 State Street SPDR S&P 500 ETF Trust shares in Q3 2014, an estimated $1.19M.
State Street SPDR S&P 500 ETF Trust made up 0.66% of KMS Financial Services's portfolio in Q3 2014, its #24 holding.
KMS Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 6 quarters since.
1,245 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.