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

Simply Money 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
2018 Q1	$33.9M	Sell	128,880 -19,097	-13%	-$5.21M	4.77%	7
2017 Q4	$39.5M	Sell	147,977 -16,447	-10%	-$4.28M	5.1%	7
2017 Q3	$41.3M	Sell	164,424 -2,343	-1%	-$578K	5.47%	6
2017 Q2	$40.3M	Sell	166,767 -1,692	-1%	-$405K	5.5%	5
2017 Q1	$39.7M	Sell	168,459 -351	-0.2%	-$81.6K	5.56%	6
2016 Q4	$37.7M	Sell	168,810 -334,853	-66%	-$73.2M	5.43%	7
2016 Q3	$109M	Sell	503,663 -21,997	-4%	-$4.75M	16.77%	1
2016 Q2	$110M	Buy	525,660 +151,580	+41%	+$31.5M	16.95%	1
2016 Q1	$76.9M	Sell	374,080 -1,546	-0.4%	-$302K	11.72%	2
2015 Q4	$76.6M	Buy	375,626 +30,851	+9%	+$6.34M	11.52%	3
2015 Q3	$66.1M	Sell	344,775 -80,454	-19%	-$16.3M	10.2%	3
2015 Q2	$87.5M	Sell	425,229 -710	-0.2%	-$149K	12.89%	1
2015 Q1	$87.9M	Buy	425,939 +1,456	+0.3%	+$300K	12.73%	1
2014 Q4	$87.2M	Buy	424,483 +73,191	+21%	+$14.7M	12.92%	1
2014 Q3	$69.2M	Sell	351,292 -6,934	-2%	-$1.37M	10.54%	2
2014 Q2	$70.1M	Buy	358,226 +11,287	+3%	+$2.15M	10.66%	1
2014 Q1	$64.9M	Buy	346,939 +11,939	+4%	+$2.19M	10.08%	3
2013 Q4	$61.9M	Sell	335,000 -139,778	-29%	-$24.7M	10.4%	3
2013 Q3	$79.8M	Sell	474,778 -30,163	-6%	-$5.06M	13.58%	2
2013 Q2	$81M	Buy	+504,941	New	+$81.3M	14.44%	1

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Simply Money Advisors's SPY Position: Q1 2018 in Review

Simply Money Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q1 2018, selling an estimated $5.21M and leaving 128,880 shares worth $33.9M. The position accounts for 4.77% of the portfolio, ranked #7.

Simply Money Advisors first reported a position in SPY in Q2 2013 and has held it in 20 quarters since. The position peaked at $110M in Q2 2016. 1,917 funds tracked by Wall St. Rank hold SPY as of Q1 2018.

Simply Money Advisors held 128,880 shares of State Street SPDR S&P 500 ETF Trust worth $33.9M as of Q1 2018.
Simply Money Advisors sold 19,097 State Street SPDR S&P 500 ETF Trust shares in Q1 2018, an estimated $5.21M.
State Street SPDR S&P 500 ETF Trust made up 4.77% of Simply Money Advisors's portfolio in Q1 2018, its #7 holding.
Simply Money Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 20 quarters since.
Simply Money Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $110M in Q2 2016.
1,917 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.