Shine Investment Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Shine Investment Advisory 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
2020 Q3	$1.19M	Sell	3,548 -22	-0.6%	-$7.29K	0.4%	33
2020 Q2	$1.1M	Buy	3,570 +847	+31%	+$248K	0.4%	37
2020 Q1	$702K	Buy	2,723 +349	+15%	+$106K	0.33%	49
2019 Q4	$764K	Hold	2,374	–	–	0.3%	54
2019 Q3	$705K	Hold	2,374	–	–	0.33%	49
2019 Q2	$696K	Sell	2,374 -30	-1%	-$8.64K	0.32%	50
2019 Q1	$679K	Buy	2,404 +30	+1%	+$8.15K	0.32%	49
2018 Q4	$593K	Buy	2,374 +1	+0%	+$270	0.29%	51
2018 Q3	$690K	Hold	2,373	–	–	0.36%	47
2018 Q2	$644K	Sell	2,373 -42	-2%	-$11.3K	0.33%	46
2018 Q1	$636K	Buy	2,415 +42	+2%	+$11.5K	0.34%	45
2017 Q4	$633K	Hold	2,373	–	–	0.32%	47
2017 Q3	$596K	Hold	2,373	–	–	0.31%	49
2017 Q2	$574K	Hold	2,373	–	–	0.29%	48
2017 Q1	$590K	Buy	+2,373	New	+$551K	0.39%	38

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Shine Investment Advisory Services's SPY Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.62% in Q3 2020, selling an estimated $7.29K and leaving 3,548 shares worth $1.19M. The position accounts for 0.4% of the portfolio, ranked #33.

Shine Investment Advisory Services first reported a position in SPY in Q1 2017 and has held it in 15 quarters since. 2,434 funds tracked by Wall St. Rank hold SPY as of Q3 2020.

Shine Investment Advisory Services held 3,548 shares of State Street SPDR S&P 500 ETF Trust worth $1.19M as of Q3 2020.
Shine Investment Advisory Services sold 22 State Street SPDR S&P 500 ETF Trust shares in Q3 2020, an estimated $7.29K.
State Street SPDR S&P 500 ETF Trust made up 0.4% of Shine Investment Advisory Services's portfolio in Q3 2020, its #33 holding.
Shine Investment Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 15 quarters since.
2,434 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.