Mayo Clinic’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mayo Clinic’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
2021 Q1	–	Sell	-16,511	Closed	-$6.17M	–	10
2020 Q4	$6.17M	Hold	16,511	–	–	7.43%	4
2020 Q3	$5.53M	Sell	16,511 -74,175	-82%	-$24.6M	7.45%	3
2020 Q2	$28M	Buy	+90,686	New	+$26.5M	26.76%	2

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Mayo Clinic's SPY Position: Q1 2021 in Review

Mayo Clinic sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2021, closing a stake of 16,511 shares — an estimated $6.17M sold.

Mayo Clinic first reported a position in SPY in Q2 2020 and held it in 3 quarters. The position peaked at $28M in Q2 2020. 2,723 funds tracked by Wall St. Rank hold SPY as of Q1 2021.

Mayo Clinic reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2021 after selling out during the quarter.
Mayo Clinic sold 16,511 State Street SPDR S&P 500 ETF Trust shares in Q1 2021, an estimated $6.17M.
Mayo Clinic first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and held it in 3 quarters.
Mayo Clinic's State Street SPDR S&P 500 ETF Trust position peaked at $28M in Q2 2020.
2,723 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2021.

Based on Mayo Clinic's 13F filing for Q1 2021, filed 13 May 2021.