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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

New Potomac Partners's SPY Position: Q1 2020 in Review

New Potomac Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2020, closing a stake of 85 shares — an estimated $27K sold.

New Potomac Partners first reported a position in SPY in Q4 2017 and held it in 9 quarters. The position peaked at $53K in Q4 2017. 2,406 funds tracked by Wall St. Rank hold SPY as of Q1 2020.

New Potomac Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2020 after selling out during the quarter.
New Potomac Partners sold 85 State Street SPDR S&P 500 ETF Trust shares in Q1 2020, an estimated $27K.
New Potomac Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and held it in 9 quarters.
New Potomac Partners's State Street SPDR S&P 500 ETF Trust position peaked at $53K in Q4 2017.
2,406 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2020.

Based on New Potomac Partners's 13F filing for Q1 2020, filed 24 Apr 2020.