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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

EWM

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

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

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

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

WEPOG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FEG

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

Foresight Wealth Management's SPYM Position: Q4 2019 in Review

Foresight Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2019, closing a stake of 7,350 shares — an estimated $256K sold.

Foresight Wealth Management first reported a position in SPYM in Q4 2018 and held it in 4 quarters. The position peaked at $276K in Q1 2019. 316 funds tracked by Wall St. Rank hold SPYM as of Q4 2019.

Foresight Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2019 after selling out during the quarter.
Foresight Wealth Management sold 7,350 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2019, an estimated $256K.
Foresight Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and held it in 4 quarters.
Foresight Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $276K in Q1 2019.
316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2019.

Based on Foresight Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.