Markston International’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Markston International’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	-300	Closed	-$87K	–	169
2018 Q3	$87K	Hold	300	–	–	0.01%	103
2018 Q2	$84K	Buy	+300	New	+$81K	0.01%	107

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

Markston International's SPY Position: Q4 2018 in Review

Markston International sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2018, closing a stake of 300 shares — an estimated $87K sold.

Markston International first reported a position in SPY in Q2 2018 and held it in 2 quarters. The position peaked at $87K in Q3 2018. 2,200 funds tracked by Wall St. Rank hold SPY as of Q4 2018.

Markston International reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2018 after selling out during the quarter.
Markston International sold 300 State Street SPDR S&P 500 ETF Trust shares in Q4 2018, an estimated $87K.
Markston International first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2018 and held it in 2 quarters.
Markston International's State Street SPDR S&P 500 ETF Trust position peaked at $87K in Q3 2018.
2,200 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2018.

Based on Markston International's 13F filing for Q4 2018, filed 8 Feb 2019.