OWIM
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Old West Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Old West Investment 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
2021
Q1 		– Sell
-174,900
Closed -$65.4M – 71
2020
Q4 		$65.4M Sell
174,900
-251,300
-59% -$89.2M 14.82% 2
2020
Q3 		$143M Buy
426,200
+232,600
+120% +$77.1M 32.88% 1
2020
Q2 		$59.7M Buy
193,600
+161,400
+501% +$47.2M 17.67% 2
2020
Q1 		$8.3M Sell
32,200
-61,900
-66% -$18.9M 6.24% 4
2019
Q4 		$30.3M Buy
94,100
+4,600
+5% +$1.42M 11.15% 2
2019
Q3 		$26.6M Buy
+89,500
New +$26.4M 15.58% 1
2013
Q4 		– Sell
-337,200
Closed -$56.7M – 85
2013
Q3 		$56.7M Hold
337,200
– – 27% 1
2013
Q2 		$54.1M Buy
+337,200
New +$54.3M 26.56% 1

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return