Stamos Capital Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Stamos Capital Partners’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 Q4	–	Sell	-3,000	Closed	-$1M	–	71
2020 Q3	$1M	Sell	3,000 -99,200	-97%	-$32.9M	0.37%	44
2020 Q2	$31.5M	Buy	+102,200	New	+$29.9M	18.05%	2

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Stamos Capital Partners's SPY Position: Q4 2020 in Review

Stamos Capital Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2020, closing a stake of 3,000 shares — an estimated $1M sold.

Stamos Capital Partners first reported a position in SPY in Q2 2020 and held it in 2 quarters. The position peaked at $31.5M in Q2 2020. 2,720 funds tracked by Wall St. Rank hold SPY as of Q4 2020.

Stamos Capital Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2020 after selling out during the quarter.
Stamos Capital Partners sold 3,000 State Street SPDR S&P 500 ETF Trust shares in Q4 2020, an estimated $1M.
Stamos Capital Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and held it in 2 quarters.
Stamos Capital Partners's State Street SPDR S&P 500 ETF Trust position peaked at $31.5M in Q2 2020.
2,720 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2020.

Based on Stamos Capital Partners's 13F filing for Q4 2020, filed 12 Feb 2021.