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United Capital Management of KS’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

United Capital Management of KS’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
-1,197
Closed -$385K – 113
2019
Q4 		$385K Buy
1,197
+435
+57% +$134K 0.24% 84
2019
Q3 		$223K Buy
762
+1
+0.1% +$295 0.16% 101
2019
Q2 		$225K Buy
+761
New +$219K 0.17% 101

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Capital Management of KS's SPY Position: Q1 2020 in Review

United Capital Management of KS sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2020, closing a stake of 1,197 shares — an estimated $385K sold.

United Capital Management of KS first reported a position in SPY in Q2 2019 and held it in 3 quarters. The position peaked at $385K in Q4 2019. 2,409 funds tracked by Wall St. Rank hold SPY as of Q1 2020.

  • United Capital Management of KS reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2020 after selling out during the quarter.
  • United Capital Management of KS sold 1,197 State Street SPDR S&P 500 ETF Trust shares in Q1 2020, an estimated $385K.
  • United Capital Management of KS first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and held it in 3 quarters.
  • United Capital Management of KS's State Street SPDR S&P 500 ETF Trust position peaked at $385K in Q4 2019.
  • 2,409 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.