PacWest Financial Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

PacWest Financial 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
2016 Q4	$4.49M	Buy	+2,010	New	+$439K	0.27%	72

Other funds holding SPY

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PacWest Financial Management's SPY Position: Q4 2016 in Review

PacWest Financial Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2016: 2,010 shares worth $4.49M. The stake represents 0.27% of the portfolio and ranks #72 among its holdings.

1,655 funds tracked by Wall St. Rank hold SPY as of Q4 2016.

PacWest Financial Management held 2,010 shares of State Street SPDR S&P 500 ETF Trust worth $4.49M as of Q4 2016.
State Street SPDR S&P 500 ETF Trust was a new PacWest Financial Management position in Q4 2016.
State Street SPDR S&P 500 ETF Trust made up 0.27% of PacWest Financial Management's portfolio in Q4 2016, its #72 holding.
1,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2016.

Based on PacWest Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.