DSN
SPYM

D. Scott Neal’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

D. Scott Neal’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
Q2 		– Sell
-9,054
Closed -$301K – 33
2019
Q1 		$301K Buy
9,054
+158
+2% +$5.04K 0.16% 22
2018
Q4 		$260K Hold
8,896
– – 0.14% 23
2018
Q3 		$303K Buy
+8,896
New +$297K 0.15% 27

Other funds holding SPYM

SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

D. Scott Neal's SPYM Position: Q2 2019 in Review

D. Scott Neal sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2019, closing a stake of 9,054 shares — an estimated $301K sold.

D. Scott Neal first reported a position in SPYM in Q3 2018 and held it in 3 quarters. The position peaked at $303K in Q3 2018. 232 funds tracked by Wall St. Rank hold SPYM as of Q2 2019.

  • D. Scott Neal reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2019 after selling out during the quarter.
  • D. Scott Neal sold 9,054 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2019, an estimated $301K.
  • D. Scott Neal first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and held it in 3 quarters.
  • D. Scott Neal's State Street SPDR Portfolio S&P 500 ETF position peaked at $303K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2019.

Based on D. Scott Neal's 13F filing for Q2 2019, filed 25 Jul 2019.