Sanibel Captiva Investment Advisers’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sanibel Captiva Investment Advisers’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
2013 Q4	$458K	Hold	2,480	–	–	0.28%	79
2013 Q3	$417K	Hold	2,480	–	–	0.32%	72
2013 Q2	$398K	Buy	+2,480	New	+$399K	0.39%	56

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sanibel Captiva Investment Advisers's SPY Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2013 at 2,480 shares worth $458K. The position accounts for 0.28% of the portfolio, ranked #79.

Sanibel Captiva Investment Advisers first reported a position in SPY in Q2 2013 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold SPY as of Q4 2013.

Sanibel Captiva Investment Advisers held 2,480 shares of State Street SPDR S&P 500 ETF Trust worth $458K as of Q4 2013.
Sanibel Captiva Investment Advisers left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2013.
State Street SPDR S&P 500 ETF Trust made up 0.28% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #79 holding.
Sanibel Captiva Investment Advisers first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 3 quarters since.
1,211 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.