AIM
SPYM

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

Axiom Investment 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
2019
Q3 		– Sell
-4,710
Closed -$162K – 386
2019
Q2 		$162K Hold
4,710
– – 0.03% 365
2019
Q1 		$157K Buy
+4,710
New +$150K 0.03% 358

Other funds holding SPYM

EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Creative Planning
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Axiom Investment Management's SPYM Position: Q3 2019 in Review

Axiom Investment Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2019, closing a stake of 4,710 shares — an estimated $162K sold.

Axiom Investment Management first reported a position in SPYM in Q1 2019 and held it in 2 quarters. The position peaked at $162K in Q2 2019. 254 funds tracked by Wall St. Rank hold SPYM as of Q3 2019.

  • Axiom Investment Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 4,710 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2019, an estimated $162K.
  • Axiom Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and held it in 2 quarters.
  • Axiom Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $162K in Q2 2019.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.