BA
SPYM

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

BKS 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
Q1 		$4.53M Buy
136,232
+16,476
+14% +$526K 1.82% 12
2018
Q4 		$3.5M Buy
119,756
+113,238
+1,737% +$3.57M 1.59% 15
2018
Q3 		$222K Buy
+6,518
New +$218K 0.08% 194

Other funds holding SPYM

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BKS Advisors's SPYM Position: Q1 2019 in Review

BKS Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q1 2019, buying an estimated $526K and bringing the position to 136,232 shares worth $4.53M. The position accounts for 1.82% of the portfolio, ranked #12.

BKS Advisors first reported a position in SPYM in Q3 2018 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold SPYM as of Q1 2019.

  • BKS Advisors held 136,232 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.53M as of Q1 2019.
  • BKS Advisors bought 16,476 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2019, an estimated $526K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.82% of BKS Advisors's portfolio in Q1 2019, its #12 holding.
  • BKS Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.