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Salzman & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Salzman & Co’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
2014
Q4 		– Sell
-46,576
Closed -$9.18M – 20
2014
Q3 		$9.18M Buy
46,576
+1,258
+3% +$249K 2.2% 13
2014
Q2 		$8.87M Buy
+45,318
New +$8.62M 2.88% 12

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Salzman & Co's SPY Position: Q4 2014 in Review

Salzman & Co sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2014, closing a stake of 46,576 shares — an estimated $9.18M sold.

Salzman & Co first reported a position in SPY in Q2 2014 and held it in 2 quarters. The position peaked at $9.18M in Q3 2014. 1,439 funds tracked by Wall St. Rank hold SPY as of Q4 2014.

  • Salzman & Co reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2014 after selling out during the quarter.
  • Salzman & Co sold 46,576 State Street SPDR S&P 500 ETF Trust shares in Q4 2014, an estimated $9.18M.
  • Salzman & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2014 and held it in 2 quarters.
  • Salzman & Co's State Street SPDR S&P 500 ETF Trust position peaked at $9.18M in Q3 2014.
  • 1,439 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2014.

Based on Salzman & Co's 13F filing for Q4 2014, filed 17 Feb 2015.