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

FDx 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
2018 Q4	–	Sell	-10,491	Closed	-$357K	–	783
2018 Q3	$357K	Sell	10,491 -11,290	-52%	-$377K	0.01%	635
2018 Q2	$694K	Sell	21,781 -5,829	-21%	-$185K	0.03%	452
2018 Q1	$854K	Buy	+27,610	New	+$883K	0.03%	560

Other funds holding SPYM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

EWM

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FDx Advisors's SPYM Position: Q4 2018 in Review

FDx Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2018, closing a stake of 10,491 shares — an estimated $357K sold.

FDx Advisors first reported a position in SPYM in Q1 2018 and held it in 3 quarters. The position peaked at $854K in Q1 2018. 196 funds tracked by Wall St. Rank hold SPYM as of Q4 2018.

FDx Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2018 after selling out during the quarter.
FDx Advisors sold 10,491 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2018, an estimated $357K.
FDx Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and held it in 3 quarters.
FDx Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $854K in Q1 2018.
196 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2018.

Based on FDx Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.