Foresight Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Foresight Wealth Management’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 Q4	–	Sell	-7,350	Closed	-$256K	–	131
2019 Q3	$256K	Sell	7,350 -141	-2%	-$4.9K	0.18%	81
2019 Q2	$259K	Sell	7,491 -823	-10%	-$27.9K	0.2%	79
2019 Q1	$276K	Sell	8,314 -1,103	-12%	-$35.2K	0.24%	75
2018 Q4	$275K	Buy	+9,417	New	+$297K	0.29%	70

Other funds holding SPYM

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

Creative Planning

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

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

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

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)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return

Bank of America

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

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return