OptiFour Integrated Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

OptiFour Integrated Wealth 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
2019 Q4	$263K	Hold	816	–	–	0.18%	64
2019 Q3	$242K	Hold	816	–	–	0.17%	64
2019 Q2	$239K	Hold	816	–	–	0.17%	73
2019 Q1	$231K	Sell	816 -74	-8%	-$20.1K	0.19%	45
2018 Q4	$222K	Hold	890	–	–	0.2%	42
2018 Q3	$259K	Hold	890	–	–	0.21%	47
2018 Q2	$241K	Hold	890	–	–	0.21%	47
2018 Q1	$234K	Hold	890	–	–	0.2%	50
2017 Q4	$238K	Buy	+890	New	+$231K	0.2%	54

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

OptiFour Integrated Wealth Management's SPY Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2019 at 816 shares worth $263K. The position accounts for 0.18% of the portfolio, ranked #64.

OptiFour Integrated Wealth Management first reported a position in SPY in Q4 2017 and has held it in 9 quarters since. 2,440 funds tracked by Wall St. Rank hold SPY as of Q4 2019.

OptiFour Integrated Wealth Management held 816 shares of State Street SPDR S&P 500 ETF Trust worth $263K as of Q4 2019.
OptiFour Integrated Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2019.
State Street SPDR S&P 500 ETF Trust made up 0.18% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #64 holding.
OptiFour Integrated Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 9 quarters since.
2,440 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.