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Live Your Vision’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Live Your Vision’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
2019
Q1 		$572K Buy
1,954
+30
+2% +$8.15K 0.17% 51
2018
Q4 		$498K Sell
1,924
-3
-0.2% -$809 0.17% 53
2018
Q3 		$560K Hold
1,927
– – 0.18% 45
2018
Q2 		$534K Hold
1,927
– – 0.18% 43
2018
Q1 		$518K Hold
1,927
– – 0.18% 44
2017
Q4 		$540K Sell
1,927
-2
-0.1% -$520 0.18% 47
2017
Q3 		$485K Hold
1,929
– – 0.17% 47
2017
Q2 		$477K Buy
1,929
+104
+6% +$24.9K 0.18% 45
2017
Q1 		$430K Hold
1,825
– – 0.17% 50
2016
Q4 		$408K Hold
1,825
– – 0.17% 50
2016
Q3 		$395K Sell
1,825
-29
-2% -$6.27K 0.17% 46
2016
Q2 		$388K Sell
1,854
-900
-33% -$187K 0.18% 46
2016
Q1 		$566K Sell
2,754
-401
-13% -$78.2K 0.27% 44
2015
Q4 		$643K Buy
3,155
+99
+3% +$20.3K 0.31% 43
2015
Q3 		$586K Buy
3,056
+363
+13% +$73.6K 0.28% 44
2015
Q2 		$559K Hold
2,693
– – 0.26% 43
2015
Q1 		$556K Sell
2,693
-200
-7% -$41.3K 0.26% 41
2014
Q4 		$585K Hold
2,893
– – 0.29% 36
2014
Q3 		$543K Sell
2,893
-194
-6% -$38.3K 0.29% 33
2014
Q2 		$604K Buy
3,087
+1,000
+48% +$190K 0.32% 31
2014
Q1 		$390K Sell
2,087
-48
-2% -$8.81K 0.21% 32
2013
Q4 		$394K Buy
+2,135
New +$378K 0.22% 32

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Live Your Vision's SPY Position: Q1 2019 in Review

Live Your Vision increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q1 2019, buying an estimated $8.15K and bringing the position to 1,954 shares worth $572K. The position accounts for 0.17% of the portfolio, ranked #51.

Live Your Vision first reported a position in SPY in Q4 2013 and has held it in 22 quarters since. The position peaked at $643K in Q4 2015. 2,132 funds tracked by Wall St. Rank hold SPY as of Q1 2019.

  • Live Your Vision held 1,954 shares of State Street SPDR S&P 500 ETF Trust worth $572K as of Q1 2019.
  • Live Your Vision bought 30 State Street SPDR S&P 500 ETF Trust shares in Q1 2019, an estimated $8.15K.
  • State Street SPDR S&P 500 ETF Trust made up 0.17% of Live Your Vision's portfolio in Q1 2019, its #51 holding.
  • Live Your Vision first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 22 quarters since.
  • Live Your Vision's State Street SPDR S&P 500 ETF Trust position peaked at $643K in Q4 2015.
  • 2,132 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.