Valley National Bancorp’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Valley National Bancorp’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
2014 Q4	$4.17M	Buy	20,276 +339	+2%	+$68.1K	5.09%	4
2014 Q3	$3.93M	Sell	19,937 -3,051	-13%	-$603K	4.56%	4
2014 Q2	$4.5M	Sell	22,988 -812	-3%	-$154K	5.28%	2
2014 Q1	$4.45M	Sell	23,800 -1,477	-6%	-$271K	5.86%	1
2013 Q4	$4.67M	Buy	+25,277	New	+$4.47M	4.57%	2

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

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

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Valley National Bancorp's SPY Position: Q4 2014 in Review

Valley National Bancorp increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q4 2014, buying an estimated $68.1K and bringing the position to 20,276 shares worth $4.17M. The position accounts for 5.09% of the portfolio, ranked #4.

Valley National Bancorp first reported a position in SPY in Q4 2013 and has held it in 5 quarters since. The position peaked at $4.67M in Q4 2013. 1,441 funds tracked by Wall St. Rank hold SPY as of Q4 2014.

Valley National Bancorp held 20,276 shares of State Street SPDR S&P 500 ETF Trust worth $4.17M as of Q4 2014.
Valley National Bancorp bought 339 State Street SPDR S&P 500 ETF Trust shares in Q4 2014, an estimated $68.1K.
State Street SPDR S&P 500 ETF Trust made up 5.09% of Valley National Bancorp's portfolio in Q4 2014, its #4 holding.
Valley National Bancorp first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 5 quarters since.
Valley National Bancorp's State Street SPDR S&P 500 ETF Trust position peaked at $4.67M in Q4 2013.
1,441 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2014.

Based on Valley National Bancorp's 13F filing for Q4 2014, filed 9 Feb 2015.