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

Physicians Financial Services’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
2017 Q1	–	Sell	-642	Closed	-$139K	–	235
2016 Q4	$139K	Sell	642 -1	-0.2%	-$218	0.11%	124
2016 Q3	$139K	Buy	643 +1	+0.2%	+$216	0.12%	122
2016 Q2	$135K	Sell	642 -50	-7%	-$10.4K	0.12%	120
2016 Q1	$142K	Buy	692 +2	+0.3%	+$390	0.13%	118
2015 Q4	$141K	Buy	+690	New	+$142K	0.13%	123

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

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Physicians Financial Services's SPY Position: Q1 2017 in Review

Physicians Financial Services sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2017, closing a stake of 642 shares — an estimated $139K sold.

Physicians Financial Services first reported a position in SPY in Q4 2015 and held it in 5 quarters. The position peaked at $142K in Q1 2016. 1,642 funds tracked by Wall St. Rank hold SPY as of Q1 2017.

Physicians Financial Services reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2017 after selling out during the quarter.
Physicians Financial Services sold 642 State Street SPDR S&P 500 ETF Trust shares in Q1 2017, an estimated $139K.
Physicians Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and held it in 5 quarters.
Physicians Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $142K in Q1 2016.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.