BTS
SPYM

BB&T Securities’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

BB&T Securities’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 		$1.07M Buy
30,647
+14,505
+90% +$504K 0.01% 772
2019
Q2 		$557K Buy
16,142
+2,958
+22% +$100K 0.01% 1055
2019
Q1 		$438K Hold
13,184
– – ﹤0.01% 1140
2018
Q4 		$385K Sell
13,184
-3,962
-23% -$125K ﹤0.01% 1081
2018
Q3 		$584K Hold
17,146
– – 0.01% 1015
2018
Q2 		$546K Hold
17,146
– – 0.01% 1033
2018
Q1 		$530K Sell
17,146
-138
-0.8% -$4.41K 0.01% 998
2017
Q4 		$541K Hold
17,284
– – 0.01% 963
2017
Q3 		$509K Hold
17,284
– – 0.01% 969
2017
Q2 		$491K Buy
17,284
+704
+4% +$19.8K 0.01% 985
2017
Q1 		$459K Sell
16,580
-61,308
-79% -$1.67M 0.01% 919
2016
Q4 		$1.99M Hold
77,888
– – 0.03% 446
2016
Q3 		$1.99M Buy
+77,888
New +$1.97M 0.03% 439
2016
Q2 		– Sell
-50,196
Closed -$1.21M – 1255
2016
Q1 		$1.21M Sell
50,196
-52,360
-51% -$1.19M 0.02% 527
2015
Q4 		$2.46M Buy
102,556
+6,084
+6% +$146K 0.05% 300
2015
Q3 		$2.17M Buy
96,472
+5,048
+6% +$121K 0.05% 324
2015
Q2 		$2.23M Buy
91,424
+1,848
+2% +$45.9K 0.05% 323
2015
Q1 		$22M Buy
+89,576
New +$2.18M 0.05% 320

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

BB&T Securities's SPYM Position: Q3 2019 in Review

BB&T Securities increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 90% in Q3 2019, buying an estimated $504K and bringing the position to 30,647 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #772.

BB&T Securities first reported a position in SPYM in Q1 2015 and has held it in 18 quarters since. The position peaked at $22M in Q1 2015. 254 funds tracked by Wall St. Rank hold SPYM as of Q3 2019.

  • BB&T Securities held 30,647 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.07M as of Q3 2019.
  • BB&T Securities bought 14,505 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2019, an estimated $504K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #772 holding.
  • BB&T Securities first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2015 and has held it in 18 quarters since.
  • BB&T Securities's State Street SPDR Portfolio S&P 500 ETF position peaked at $22M in Q1 2015.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.