FSG
SPYM

Financial Strategies Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Financial Strategies Group’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
-11,299
Closed -$342K – 48
2020
Q1 		$342K Sell
11,299
-2,446
-18% -$87.8K 0.31% 25
2019
Q4 		$520K Buy
+13,745
New +$497K 0.42% 25

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

Financial Strategies Group's SPYM Position: Q2 2020 in Review

Financial Strategies Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2020, closing a stake of 11,299 shares — an estimated $342K sold.

Financial Strategies Group first reported a position in SPYM in Q4 2019 and held it in 2 quarters. The position peaked at $520K in Q4 2019. 340 funds tracked by Wall St. Rank hold SPYM as of Q2 2020.

  • Financial Strategies Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
  • Financial Strategies Group sold 11,299 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2020, an estimated $342K.
  • Financial Strategies Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and held it in 2 quarters.
  • Financial Strategies Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $520K in Q4 2019.
  • 340 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2020.

Based on Financial Strategies Group's 13F filing for Q2 2020, filed 12 Aug 2020.