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

Affinity Wealth Management’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	-6,596	Closed	-$1.86M	–	62
2020 Q1	$1.86M	Sell	6,596 -33,805	-84%	-$1.21M	1.12%	12
2019 Q4	$1.53M	Sell	40,401 -2,997	-7%	-$108K	0.57%	33
2019 Q3	$1.51M	Sell	43,398 -1,636	-4%	-$56.9K	0.61%	27
2019 Q2	$1.55M	Buy	45,034 +1,401	+3%	+$47.5K	0.61%	25
2019 Q1	$1.45M	Buy	43,633 +17,609	+68%	+$562K	0.57%	26
2018 Q4	$760K	Buy	+26,024	New	+$821K	0.46%	38

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

Affinity Wealth Management's SPYM Position: Q2 2020 in Review

Affinity Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2020, closing a stake of 6,596 shares — an estimated $1.86M sold.

Affinity Wealth Management first reported a position in SPYM in Q4 2018 and held it in 6 quarters. The position peaked at $1.86M in Q1 2020. 340 funds tracked by Wall St. Rank hold SPYM as of Q2 2020.

Affinity Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
Affinity Wealth Management sold 6,596 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2020, an estimated $1.86M.
Affinity Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and held it in 6 quarters.
Affinity Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.86M in Q1 2020.
340 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2020.

Based on Affinity Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.