Stanford Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Stanford Investment Group’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
2017 Q1	–	Sell	-2,555	Closed	-$571K	–	249
2016 Q4	$571K	Sell	2,555 -251	-9%	-$54.8K	0.28%	26
2016 Q3	$607K	Buy	2,806 +2	+0.1%	+$432	0.29%	27
2016 Q2	$587K	Buy	2,804 +984	+54%	+$204K	0.3%	24
2016 Q1	$374K	Buy	1,820 +427	+31%	+$83.3K	0.21%	35
2015 Q4	$284K	Hold	1,393	–	–	0.15%	48
2015 Q3	$267K	Buy	1,393 +65	+5%	+$13.2K	0.2%	42
2015 Q2	$273K	Buy	1,328 +53	+4%	+$11.1K	0.2%	37
2015 Q1	$263K	Hold	1,275	–	–	0.21%	36
2014 Q4	$262K	Buy	+1,275	New	+$256K	0.22%	40

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

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stanford Investment Group's SPY Position: Q1 2017 in Review

Stanford Investment Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2017, closing a stake of 2,555 shares — an estimated $571K sold.

Stanford Investment Group first reported a position in SPY in Q4 2014 and held it in 9 quarters. The position peaked at $607K in Q3 2016. 1,643 funds tracked by Wall St. Rank hold SPY as of Q1 2017.

Stanford Investment Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 2,555 State Street SPDR S&P 500 ETF Trust shares in Q1 2017, an estimated $571K.
Stanford Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's State Street SPDR S&P 500 ETF Trust position peaked at $607K in Q3 2016.
1,643 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.