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

Stone Toro 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
2015 Q1	$281K	Sell	1,360 -1,298	-49%	-$268K	2.83%	8
2014 Q4	$546K	Sell	2,658 -11,550	-81%	-$2.32M	1.41%	22
2014 Q3	$2.8M	Buy	14,208 +8,300	+140%	+$1.64M	6.66%	3
2014 Q2	$1.16M	Buy	+5,908	New	+$1.12M	3.33%	5

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

Stone Toro Investment Advisers's SPY Position: Q1 2015 in Review

Stone Toro Investment Advisers reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 49% in Q1 2015, selling an estimated $268K and leaving 1,360 shares worth $281K. The position accounts for 2.83% of the portfolio, ranked #8.

Stone Toro Investment Advisers first reported a position in SPY in Q2 2014 and has held it in 4 quarters since. The position peaked at $2.8M in Q3 2014. 1,379 funds tracked by Wall St. Rank hold SPY as of Q1 2015.

Stone Toro Investment Advisers held 1,360 shares of State Street SPDR S&P 500 ETF Trust worth $281K as of Q1 2015.
Stone Toro Investment Advisers sold 1,298 State Street SPDR S&P 500 ETF Trust shares in Q1 2015, an estimated $268K.
State Street SPDR S&P 500 ETF Trust made up 2.83% of Stone Toro Investment Advisers's portfolio in Q1 2015, its #8 holding.
Stone Toro Investment Advisers first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2014 and has held it in 4 quarters since.
Stone Toro Investment Advisers's State Street SPDR S&P 500 ETF Trust position peaked at $2.8M in Q3 2014.
1,379 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2015.

Based on Stone Toro Investment Advisers's 13F filing for Q1 2015, filed 7 May 2015.