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Lee Ainslie’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lee Ainslie’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
2016
Q4 		– Sell
-236,600
Closed -$51.2M – 143
2016
Q3 		$51.2M Buy
+236,600
New +$51.1M 0.61% 29

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lee Ainslie's SPY Position: Q4 2016 in Review

Lee Ainslie sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2016, closing a stake of 236,600 shares — an estimated $51.2M sold.

Lee Ainslie first reported a position in SPY in Q3 2016 and held it in 1 quarter. The position peaked at $51.2M in Q3 2016. 1,655 funds tracked by Wall St. Rank hold SPY as of Q4 2016.

  • Lee Ainslie reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2016 after selling out during the quarter.
  • Lee Ainslie sold 236,600 State Street SPDR S&P 500 ETF Trust shares in Q4 2016, an estimated $51.2M.
  • Lee Ainslie first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2016 and held it in 1 quarter.
  • Lee Ainslie's State Street SPDR S&P 500 ETF Trust position peaked at $51.2M in Q3 2016.
  • 1,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2016.

Based on Maverick Capital's 13F filing for Q4 2016, filed 14 Feb 2017.