All Terrain Financial Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

All Terrain Financial Advisors’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 Q3	–	Sell	-7,174	Closed	-$248K	–	230
2019 Q2	$248K	Hold	7,174	–	–	0.08%	128
2019 Q1	$238K	Sell	7,174 -459	-6%	-$14.7K	0.08%	141
2018 Q4	$223K	Hold	7,633	–	–	0.09%	133
2018 Q3	$260K	Buy	7,633 +73	+1%	+$2.44K	0.11%	131
2018 Q2	$241K	Sell	7,560 -919	-11%	-$29.2K	0.11%	132
2018 Q1	$262K	Buy	+8,479	New	+$271K	0.12%	127

Other funds holding SPYM

EWM

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

JWM

Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

All Terrain Financial Advisors's SPYM Position: Q3 2019 in Review

All Terrain Financial Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2019, closing a stake of 7,174 shares — an estimated $248K sold.

All Terrain Financial Advisors first reported a position in SPYM in Q1 2018 and held it in 6 quarters. The position peaked at $262K in Q1 2018. 254 funds tracked by Wall St. Rank hold SPYM as of Q3 2019.

All Terrain Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2019 after selling out during the quarter.
All Terrain Financial Advisors sold 7,174 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2019, an estimated $248K.
All Terrain Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and held it in 6 quarters.
All Terrain Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $262K in Q1 2018.
254 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2019.

Based on All Terrain Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.