DWM Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

DWM Financial Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,722	Closed	-$444K	–	36
2020 Q1	$444K	Buy	1,722 +592	+52%	+$181K	0.98%	17
2019 Q4	$364K	Buy	+1,130	New	+$348K	0.37%	24

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

DWM Financial Group's SPY Position: Q2 2020 in Review

DWM Financial Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2020, closing a stake of 1,722 shares — an estimated $444K sold.

DWM Financial Group first reported a position in SPY in Q4 2019 and held it in 2 quarters. The position peaked at $444K in Q1 2020. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2020.

DWM Financial Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2020 after selling out during the quarter.
DWM Financial Group sold 1,722 State Street SPDR S&P 500 ETF Trust shares in Q2 2020, an estimated $444K.
DWM Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and held it in 2 quarters.
DWM Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $444K in Q1 2020.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2020.

Based on DWM Financial Group's 13F filing for Q2 2020, filed 19 Aug 2020.