BSW
SPYM

Buckingham Strategic Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Buckingham Strategic Wealth’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
2020
Q2 		– Sell
-26,627
Closed -$805K – 467
2020
Q1 		$805K Buy
+26,627
New +$955K 0.08% 187

Other funds holding SPYM

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Buckingham Strategic Wealth's SPYM Position: Q2 2020 in Review

Buckingham Strategic Wealth sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2020, closing a stake of 26,627 shares — an estimated $805K sold.

Buckingham Strategic Wealth first reported a position in SPYM in Q1 2020 and held it in 1 quarter. The position peaked at $805K in Q1 2020. 340 funds tracked by Wall St. Rank hold SPYM as of Q2 2020.

  • Buckingham Strategic Wealth reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 26,627 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2020, an estimated $805K.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $805K in Q1 2020.
  • 340 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.