KIG
SPY icon

Kovitz Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kovitz Investment 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
2015
Q3 		– Sell
-4,380
Closed -$5.62M – 108
2015
Q2 		$5.62M Sell
4,380
-1,551
-26% -$326K 0.31% 43
2015
Q1 		$8.92M Sell
5,931
-3,127
-35% -$645K 0.49% 39
2014
Q4 		$2.71M Sell
9,058
-455
-5% -$91.5K 0.13% 54
2014
Q3 		$1.74M Sell
9,513
-10,773
-53% -$2.13M 0.09% 59
2014
Q2 		$5.12M Sell
20,286
-8,089
-29% -$1.54M 0.27% 41
2014
Q1 		$17.7M Buy
+28,375
New +$5.21M 0.91% 43
2013
Q3 		– Sell
-16,448
Closed -$5.44M – 122
2013
Q2 		$5.44M Buy
+16,448
New +$2.65M 0.28% 41

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return