ACG Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

ACG Wealth’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	-7,330	Closed	-$222K	–	306
2020 Q1	$222K	Hold	7,330	–	–	0.04%	258
2019 Q4	$277K	Sell	7,330 -47,904	-87%	-$1.73M	0.04%	268
2019 Q3	$1.93M	Sell	55,234 -269	-0.5%	-$9.35K	0.28%	78
2019 Q2	$1.92M	Sell	55,503 -2,403	-4%	-$81.4K	0.26%	83
2019 Q1	$1.92M	Sell	57,906 -6,065	-9%	-$194K	0.26%	84
2018 Q4	$1.87M	Sell	63,971 -4,218	-6%	-$133K	0.29%	80
2018 Q3	$2.32M	Buy	+68,189	New	+$2.28M	0.31%	76

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 $49B AUM 17.78% 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

ACG Wealth's SPYM Position: Q2 2020 in Review

ACG Wealth sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2020, closing a stake of 7,330 shares — an estimated $222K sold.

ACG Wealth first reported a position in SPYM in Q3 2018 and held it in 7 quarters. The position peaked at $2.32M in Q3 2018. 340 funds tracked by Wall St. Rank hold SPYM as of Q2 2020.

ACG Wealth reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
ACG Wealth sold 7,330 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2020, an estimated $222K.
ACG Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and held it in 7 quarters.
ACG Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.32M in Q3 2018.
340 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2020.

Based on ACG Wealth's 13F filing for Q2 2020, filed 7 Oct 2020.