Lyons Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lyons Wealth Management’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 Q4	–	Sell	-40,300	Closed	-$213K	–	47
2018 Q3	$213K	Sell	40,300 -1,700	-4%	-$484K	0.42%	41
2018 Q2	$50K	Buy	+42,000	New	+$11.3M	0.07%	47
2017 Q2	–	Sell	-109,800	Closed	-$81K	–	62
2017 Q1	$81K	Buy	+109,800	New	+$25.5M	0.09%	44
2016 Q1	–	Sell	-147,800	Closed	-$405K	–	76
2015 Q4	$405K	Buy	+147,800	New	+$30.4M	0.52%	36

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

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Lyons Wealth Management's SPY Position: Q4 2018 in Review

Lyons Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2018, closing a stake of 208 shares — an estimated $60K sold.

Lyons Wealth Management first reported a position in SPY in Q2 2013 and held it in 8 quarters. The position peaked at $623K in Q3 2013. 2,199 funds tracked by Wall St. Rank hold SPY as of Q4 2018.

Lyons Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2018 after selling out during the quarter.
Lyons Wealth Management sold 208 State Street SPDR S&P 500 ETF Trust shares in Q4 2018, an estimated $60K.
Lyons Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and held it in 8 quarters.
Lyons Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $623K in Q3 2013.
2,199 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2018.

Based on Lyons Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.