Robertson Stephens Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Robertson Stephens Advisors’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 Q3	$785K	Hold	3,109	–	–	0.68%	33
2017 Q2	$755K	Hold	3,109	–	–	0.68%	33
2017 Q1	$736K	Sell	3,109 -21,675	-87%	-$5.04M	0.66%	40
2016 Q4	$5.58M	Buy	+24,784	New	+$5.41M	3.18%	3

Other funds holding SPY

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Robertson Stephens Advisors's SPY Position: Q3 2017 in Review

Robertson Stephens Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2017 at 3,109 shares worth $785K. The position accounts for 0.68% of the portfolio, ranked #33.

Robertson Stephens Advisors first reported a position in SPY in Q4 2016 and has held it in 4 quarters since. The position peaked at $5.58M in Q4 2016. 1,662 funds tracked by Wall St. Rank hold SPY as of Q3 2017.

Robertson Stephens Advisors held 3,109 shares of State Street SPDR S&P 500 ETF Trust worth $785K as of Q3 2017.
Robertson Stephens Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2017.
State Street SPDR S&P 500 ETF Trust made up 0.68% of Robertson Stephens Advisors's portfolio in Q3 2017, its #33 holding.
Robertson Stephens Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 4 quarters since.
Robertson Stephens Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $5.58M in Q4 2016.
1,662 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.