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Sustainable Growth Advisers’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sustainable Growth 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
2019
Q1 		– Sell
-3,711
Closed -$927K – 48
2018
Q4 		$927K Buy
+3,711
New +$1M 0.01% 47

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Sustainable Growth Advisers's SPY Position: Q1 2019 in Review

Sustainable Growth Advisers sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2019, closing a stake of 3,711 shares — an estimated $927K sold.

Sustainable Growth Advisers first reported a position in SPY in Q4 2018 and held it in 1 quarter. The position peaked at $927K in Q4 2018. 2,133 funds tracked by Wall St. Rank hold SPY as of Q1 2019.

  • Sustainable Growth Advisers reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2019 after selling out during the quarter.
  • Sustainable Growth Advisers sold 3,711 State Street SPDR S&P 500 ETF Trust shares in Q1 2019, an estimated $927K.
  • Sustainable Growth Advisers first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and held it in 1 quarter.
  • Sustainable Growth Advisers's State Street SPDR S&P 500 ETF Trust position peaked at $927K in Q4 2018.
  • 2,133 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2019.

Based on Sustainable Growth Advisers's 13F filing for Q1 2019, filed 10 May 2019.