Chessman Wealth Strategies RIA’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Chessman Wealth Strategies RIA’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	-49,736	Closed	-$1.75M	–	11
2019 Q2	$1.75M	Sell	49,736 -106,937	-68%	-$3.62M	9.52%	4
2019 Q1	$5.21M	Sell	156,673 -94,874	-38%	-$3.03M	4.45%	7
2018 Q4	$7.35M	Buy	251,547 +248,481	+8,104%	+$7.84M	7.83%	7
2018 Q3	$104K	Sell	3,066 -236,437	-99%	-$7.9M	0.09%	39
2018 Q2	$7.63M	Buy	239,503 +114,888	+92%	+$3.65M	6.72%	7
2018 Q1	$3.86M	Sell	124,615 -97,873	-44%	-$3.13M	4.86%	6
2017 Q4	$6.97M	Buy	+222,488	New	+$6.79M	6.97%	6

Other funds holding SPYM

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Chessman Wealth Strategies RIA's SPYM Position: Q3 2019 in Review

Chessman Wealth Strategies RIA sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2019, closing a stake of 49,736 shares — an estimated $1.75M sold.

Chessman Wealth Strategies RIA first reported a position in SPYM in Q4 2017 and held it in 7 quarters. The position peaked at $7.63M in Q2 2018. 254 funds tracked by Wall St. Rank hold SPYM as of Q3 2019.

Chessman Wealth Strategies RIA reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2019 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 49,736 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2019, an estimated $1.75M.
Chessman Wealth Strategies RIA first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and held it in 7 quarters.
Chessman Wealth Strategies RIA's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.63M in Q2 2018.
254 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q3 2019, filed 25 Oct 2019.