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

WealthShield’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
2017 Q4	$533K	Buy	+1,982	New	+$515K	0.32%	64

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

WealthShield's SPY Position: Q4 2017 in Review

WealthShield opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2017: 1,982 shares worth $533K. The stake represents 0.32% of the portfolio and ranks #64 among its holdings.

1,913 funds tracked by Wall St. Rank hold SPY as of Q4 2017.

WealthShield held 1,982 shares of State Street SPDR S&P 500 ETF Trust worth $533K as of Q4 2017.
State Street SPDR S&P 500 ETF Trust was a new WealthShield position in Q4 2017.
State Street SPDR S&P 500 ETF Trust made up 0.32% of WealthShield's portfolio in Q4 2017, its #64 holding.
1,913 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.