NPP
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New Potomac Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

New Potomac Partners’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
2020
Q1 		– Sell
-85
Closed -$27K – 141
2019
Q4 		$27K Hold
85
– – 0.03% 107
2019
Q3 		$25K Hold
85
– – 0.03% 109
2019
Q2 		$25K Hold
85
– – 0.03% 109
2019
Q1 		$24K Hold
85
– – 0.02% 110
2018
Q4 		$21K Hold
85
– – 0.02% 124
2018
Q3 		$25K Sell
85
-95
-53% -$27.1K 0.02% 121
2018
Q2 		$49K Hold
180
– – 0.05% 102
2018
Q1 		$47K Sell
180
-20
-10% -$5.46K 0.05% 100
2017
Q4 		$53K Buy
+200
New +$52K 0.05% 94

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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