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

Unio Capital’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 Q1	–	Sell	-639	Closed	-$206K	–	63
2019 Q4	$206K	Buy	+639	New	+$197K	0.12%	62
2019 Q1	–	Sell	-3,535	Closed	-$883K	–	73
2018 Q4	$883K	Buy	+3,535	New	+$953K	0.7%	24

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Unio Capital's SPY Position: Q1 2020 in Review

Unio Capital sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2020, closing a stake of 639 shares — an estimated $206K sold.

Unio Capital first reported a position in SPY in Q4 2018 and held it in 2 quarters. The position peaked at $883K in Q4 2018. 2,409 funds tracked by Wall St. Rank hold SPY as of Q1 2020.

Unio Capital reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2020 after selling out during the quarter.
Unio Capital sold 639 State Street SPDR S&P 500 ETF Trust shares in Q1 2020, an estimated $206K.
Unio Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and held it in 2 quarters.
Unio Capital's State Street SPDR S&P 500 ETF Trust position peaked at $883K in Q4 2018.
2,409 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2020.

Based on Unio Capital's 13F filing for Q1 2020, filed 15 May 2020.