PHH Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

PHH Investments’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	$584K	Buy	1,816 +109	+6%	+$33.6K	0.15%	67
2019 Q3	$507K	Hold	1,707	–	–	0.14%	66
2019 Q2	$500K	Sell	1,707 -5	-0.3%	-$1.44K	0.14%	68
2019 Q1	$484K	Buy	1,712 +340	+25%	+$92.4K	0.14%	71
2018 Q4	$343K	Buy	+1,372	New	+$370K	0.11%	74

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

PHH Investments's SPY Position: Q4 2019 in Review

PHH Investments increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.4% in Q4 2019, buying an estimated $33.6K and bringing the position to 1,816 shares worth $584K. The position accounts for 0.15% of the portfolio, ranked #67.

PHH Investments first reported a position in SPY in Q4 2018 and has held it in 5 quarters since. 2,440 funds tracked by Wall St. Rank hold SPY as of Q4 2019.

PHH Investments held 1,816 shares of State Street SPDR S&P 500 ETF Trust worth $584K as of Q4 2019.
PHH Investments bought 109 State Street SPDR S&P 500 ETF Trust shares in Q4 2019, an estimated $33.6K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of PHH Investments's portfolio in Q4 2019, its #67 holding.
PHH Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 5 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 PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.