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Winslow Evans & Crocker’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Winslow Evans & Crocker’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
Q4 		$1.26M Buy
4,195
+1,911
+84% +$678K 0.24% 97
2020
Q3 		$765K Sell
2,284
-114
-5% -$37.8K 0.19% 119
2020
Q2 		$739K Buy
2,398
+238
+11% +$69.7K 0.2% 106
2020
Q1 		$558K Buy
2,160
+100
+5% +$30.5K 0.18% 121
2019
Q4 		$664K Sell
2,060
-48
-2% -$14.8K 0.17% 124
2019
Q3 		$628K Sell
2,108
-294
-12% -$86.9K 0.18% 126
2019
Q2 		$706K Buy
2,402
+722
+43% +$208K 0.2% 114
2019
Q1 		$476K Buy
1,680
+52
+3% +$14.1K 0.14% 170
2018
Q4 		$408K Sell
1,628
-60
-4% -$16.2K 0.14% 162
2018
Q3 		$492K Buy
1,688
+70
+4% +$19.9K 0.15% 151
2018
Q2 		$442K Buy
1,618
+122
+8% +$32.9K 0.14% 159
2018
Q1 		$393K Sell
1,496
-404
-21% -$110K 0.13% 165
2017
Q4 		$507K Buy
1,900
+482
+34% +$125K 0.16% 134
2017
Q3 		$356K Sell
1,418
-951
-40% -$234K 0.12% 184
2017
Q2 		$570K Buy
2,369
+565
+31% +$135K 0.16% 152
2017
Q1 		$425K Buy
1,804
+124
+7% +$28.8K 0.13% 163
2016
Q4 		$375K Sell
1,680
-166
-9% -$36.3K 0.12% 178
2016
Q3 		$399K Buy
1,846
+18
+1% +$3.89K 0.11% 187
2016
Q2 		$383K Sell
1,828
-197
-10% -$40.9K 0.11% 179
2016
Q1 		$416K Sell
2,025
-77
-4% -$15K 0.13% 162
2015
Q4 		$428K Sell
2,102
-38
-2% -$7.8K 0.12% 178
2015
Q3 		$410K Sell
2,140
-602
-22% -$122K 0.13% 166
2015
Q2 		$564K Sell
2,742
-666
-20% -$140K 0.16% 146
2015
Q1 		$704K Buy
3,408
+58
+2% +$12K 0.2% 115
2014
Q4 		$688K Sell
3,350
-1,398
-29% -$281K 0.2% 114
2014
Q3 		$935K Buy
4,748
+2,490
+110% +$492K 0.27% 95
2014
Q2 		$442K Sell
2,258
-492
-18% -$93.5K 0.15% 167
2014
Q1 		$514K Buy
2,750
+29
+1% +$5.32K 0.18% 138
2013
Q4 		$502K Buy
+2,721
New +$482K 0.17% 143

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Winslow Evans & Crocker's SPY Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 84% in Q4 2020, buying an estimated $678K and bringing the position to 4,195 shares worth $1.26M. The position accounts for 0.24% of the portfolio, ranked #97.

Winslow Evans & Crocker first reported a position in SPY in Q4 2013 and has held it in 29 quarters since. 2,719 funds tracked by Wall St. Rank hold SPY as of Q4 2020.

  • Winslow Evans & Crocker held 4,195 shares of State Street SPDR S&P 500 ETF Trust worth $1.26M as of Q4 2020.
  • Winslow Evans & Crocker bought 1,911 State Street SPDR S&P 500 ETF Trust shares in Q4 2020, an estimated $678K.
  • State Street SPDR S&P 500 ETF Trust made up 0.24% of Winslow Evans & Crocker's portfolio in Q4 2020, its #97 holding.
  • Winslow Evans & Crocker first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 29 quarters since.
  • 2,719 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.