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

Yellowstone 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
2017 Q4	$628K	Buy	2,354 +11	+0.5%	+$2.86K	0.36%	69
2017 Q3	$589K	Buy	+2,343	New	+$578K	0.31%	82
2016 Q3	$228K	Buy	+1,055	New	+$228K	0.08%	197
2015 Q2	–	Sell	-2,430	Closed	-$502K	–	226
2015 Q1	$502K	Buy	2,430 +73	+3%	+$15.1K	0.25%	77
2014 Q4	$484K	Buy	+2,357	New	+$474K	0.26%	78

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Yellowstone Partners's SPY Position: Q4 2017 in Review

Yellowstone Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.47% in Q4 2017, buying an estimated $2.86K and bringing the position to 2,354 shares worth $628K. The position accounts for 0.36% of the portfolio, ranked #69.

Yellowstone Partners first reported a position in SPY in Q4 2014 and has held it in 5 quarters since. 1,912 funds tracked by Wall St. Rank hold SPY as of Q4 2017.

Yellowstone Partners held 2,354 shares of State Street SPDR S&P 500 ETF Trust worth $628K as of Q4 2017.
Yellowstone Partners bought 11 State Street SPDR S&P 500 ETF Trust shares in Q4 2017, an estimated $2.86K.
State Street SPDR S&P 500 ETF Trust made up 0.36% of Yellowstone Partners's portfolio in Q4 2017, its #69 holding.
Yellowstone Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 5 quarters since.
1,912 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.