Accurate Investment Solutions’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Accurate Investment Solutions’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-98,661	Closed	-$2.98M	–	334
2020 Q1	$2.98M	Buy	98,661 +18,845	+24%	+$676K	2.42%	14
2019 Q4	$3.02M	Buy	79,816 +3,761	+5%	+$136K	1.97%	24
2019 Q3	$2.65M	Buy	76,055 +596	+0.8%	+$20.7K	1.94%	24
2019 Q2	$2.61M	Buy	75,459 +1,733	+2%	+$58.7K	1.98%	24
2019 Q1	$2.45M	Buy	73,726 +30,819	+72%	+$984K	1.92%	25
2018 Q4	$1.25M	Sell	42,907 -16,469	-28%	-$519K	1.13%	26
2018 Q3	$2.02M	Buy	59,376 +6,668	+13%	+$223K	1.4%	28
2018 Q2	$1.68M	Sell	52,708 -87,475	-62%	-$2.78M	1.23%	28
2018 Q1	$4.34M	Buy	140,183 +134,047	+2,185%	+$4.29M	3.28%	3
2017 Q4	$192K	Buy	+6,136	New	+$187K	0.14%	65

Other funds holding SPYM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Accurate Investment Solutions's SPYM Position: Q2 2020 in Review

Accurate Investment Solutions sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2020, closing a stake of 98,661 shares — an estimated $2.98M sold.

Accurate Investment Solutions first reported a position in SPYM in Q4 2017 and held it in 10 quarters. The position peaked at $4.34M in Q1 2018. 340 funds tracked by Wall St. Rank hold SPYM as of Q2 2020.

Accurate Investment Solutions reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 98,661 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2020, an estimated $2.98M.
Accurate Investment Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and held it in 10 quarters.
Accurate Investment Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.34M in Q1 2018.
340 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.