AIA
SPYM

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

Allegis Investment 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
2018
Q1 		$216K Buy
+6,971
New +$223K 0.07% 192

Other funds holding SPYM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allegis Investment Advisors's SPYM Position: Q1 2018 in Review

Allegis Investment Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2018: 6,971 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #192 among its holdings.

134 funds tracked by Wall St. Rank hold SPYM as of Q1 2018.

  • Allegis Investment Advisors held 6,971 shares of State Street SPDR Portfolio S&P 500 ETF worth $216K as of Q1 2018.
  • State Street SPDR Portfolio S&P 500 ETF was a new Allegis Investment Advisors position in Q1 2018.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Allegis Investment Advisors's portfolio in Q1 2018, its #192 holding.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.