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

Lehman Financial Resources’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
2018 Q3	$614K	Buy	2,115 +22	+1%	+$6.26K	0.29%	48
2018 Q2	$567K	Sell	2,093 -92	-4%	-$24.8K	0.29%	49
2018 Q1	$574K	Buy	2,185 +209	+11%	+$57K	0.29%	45
2017 Q4	$527K	Hold	1,976	–	–	0.27%	47
2017 Q3	$496K	Hold	1,976	–	–	0.25%	45
2017 Q2	$476K	Buy	1,976 +25	+1%	+$5.99K	0.27%	41
2017 Q1	$459K	Buy	1,951 +187	+11%	+$43.5K	0.25%	43
2016 Q4	$394K	Buy	1,764 +570	+48%	+$125K	0.22%	43
2016 Q3	$258K	Hold	1,194	–	–	0.15%	49
2016 Q2	$250K	Buy	+1,194	New	+$248K	0.13%	50
2015 Q4	–	Sell	-636	Closed	-$122K	–	297
2015 Q3	$122K	Buy	636 +34	+6%	+$6.9K	0.06%	76
2015 Q2	$124K	Hold	602	–	–	0.06%	76
2015 Q1	$124K	Sell	602 -169	-22%	-$34.9K	0.06%	80
2014 Q4	$159K	Buy	771 +1	+0.1%	+$201	0.08%	71
2014 Q3	$152K	Buy	770 +301	+64%	+$59.5K	0.08%	70
2014 Q2	$92K	Sell	469 -347	-43%	-$66K	0.04%	100
2014 Q1	$153K	Buy	816 +3	+0.4%	+$551	0.08%	67
2013 Q4	$150K	Buy	813 +4	+0.5%	+$708	0.09%	64
2013 Q3	$136K	Sell	809 -49	-6%	-$8.21K	0.09%	63
2013 Q2	$138K	Buy	+858	New	+$138K	0.09%	57

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Lehman Financial Resources's SPY Position: Q3 2018 in Review

Lehman Financial Resources increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q3 2018, buying an estimated $6.26K and bringing the position to 2,115 shares worth $614K. The position accounts for 0.29% of the portfolio, ranked #48.

Lehman Financial Resources first reported a position in SPY in Q2 2013 and has held it in 20 quarters since. 1,920 funds tracked by Wall St. Rank hold SPY as of Q3 2018.

Lehman Financial Resources held 2,115 shares of State Street SPDR S&P 500 ETF Trust worth $614K as of Q3 2018.
Lehman Financial Resources bought 22 State Street SPDR S&P 500 ETF Trust shares in Q3 2018, an estimated $6.26K.
State Street SPDR S&P 500 ETF Trust made up 0.29% of Lehman Financial Resources's portfolio in Q3 2018, its #48 holding.
Lehman Financial Resources first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 20 quarters since.
1,920 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.