Advisor Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Advisor Group’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
2019 Q4	$35.9M	Sell	949,847 -17,416	-2%	-$630K	0.25%	76
2019 Q3	$33.7M	Buy	967,263 +373,169	+63%	+$13M	0.25%	73
2019 Q2	$20.5M	Buy	594,094 +43,920	+8%	+$1.49M	0.16%	110
2019 Q1	$18.3M	Buy	550,174 +140,329	+34%	+$4.48M	0.15%	119
2018 Q4	$12M	Buy	409,845 +328,846	+406%	+$10.4M	0.12%	150
2018 Q3	$2.76M	Sell	80,999 -43,162	-35%	-$1.44M	0.03%	531
2018 Q2	$3.96M	Buy	124,161 +57,549	+86%	+$1.83M	0.05%	311
2018 Q1	$2.06M	Sell	66,612 -46,736	-41%	-$1.49M	0.03%	551
2017 Q4	$3.55M	Sell	113,348 -10,892	-9%	-$332K	0.05%	353
2017 Q3	$3.66M	Sell	124,240 -13,208	-10%	-$382K	0.06%	307
2017 Q2	$3.91M	Sell	137,448 -3,952	-3%	-$111K	0.07%	279
2017 Q1	$3.92M	Buy	141,400 +5,436	+4%	+$148K	0.08%	258
2016 Q4	$3.58M	Sell	135,964 -1,460	-1%	-$37.5K	0.08%	254
2016 Q3	$3.5M	Buy	137,424 +136,584	+16,260%	+$3.46M	0.08%	263
2016 Q2	$19K	Buy	+840	New	+$20.4K	﹤0.01%	3103

Other funds holding SPYM

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

PWA

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WEPOG

Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Advisor Group's SPYM Position: Q4 2019 in Review

Advisor Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.8% in Q4 2019, selling an estimated $630K and leaving 949,847 shares worth $35.9M. The position accounts for 0.25% of the portfolio, ranked #76.

Advisor Group first reported a position in SPYM in Q2 2016 and has held it in 15 quarters since. 316 funds tracked by Wall St. Rank hold SPYM as of Q4 2019.

Advisor Group held 949,847 shares of State Street SPDR Portfolio S&P 500 ETF worth $35.9M as of Q4 2019.
Advisor Group sold 17,416 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2019, an estimated $630K.
State Street SPDR Portfolio S&P 500 ETF made up 0.25% of Advisor Group's portfolio in Q4 2019, its #76 holding.
Advisor Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2016 and has held it in 15 quarters since.
316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.