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

Westend Partners’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
2013 Q3	$705K	Buy	+3,975	New	+$666K	0.84%	35

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

LTI

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Westend Partners's SPY Position: Q3 2013 in Review

Westend Partners opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2013: 3,975 shares worth $705K. The stake represents 0.84% of the portfolio and ranks #35 among its holdings.

1,053 funds tracked by Wall St. Rank hold SPY as of Q3 2013.

Westend Partners held 3,975 shares of State Street SPDR S&P 500 ETF Trust worth $705K as of Q3 2013.
State Street SPDR S&P 500 ETF Trust was a new Westend Partners position in Q3 2013.
State Street SPDR S&P 500 ETF Trust made up 0.84% of Westend Partners's portfolio in Q3 2013, its #35 holding.
1,053 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2013.

Based on Westend Partners's 13F filing for Q3 2013, filed 13 Nov 2013.