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

Frontier Investment 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
2020 Q2	–	Sell	-18,220	Closed	-$551K	–	289
2020 Q1	$551K	Sell	18,220 -130,906	-88%	-$4.7M	0.04%	131
2019 Q4	$5.64M	Sell	149,126 -1,199	-0.8%	-$43.4K	0.33%	52
2019 Q3	$5.24M	Sell	150,325 -1,147	-0.8%	-$39.9K	0.33%	54
2019 Q2	$5.23M	Buy	151,472 +5,489	+4%	+$186K	0.35%	52
2019 Q1	$4.85M	Sell	145,983 -12,786	-8%	-$408K	0.3%	62
2018 Q4	$4.64M	Buy	158,769 +2,971	+2%	+$93.7K	0.34%	66
2018 Q3	$5.31M	Buy	155,798 +800	+0.5%	+$26.7K	0.38%	59
2018 Q2	$4.94M	Buy	154,998 +15,841	+11%	+$503K	0.38%	58
2018 Q1	$4.31M	Buy	+139,157	New	+$4.45M	0.36%	58

Other funds holding SPYM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Frontier Investment Management's SPYM Position: Q2 2020 in Review

Frontier Investment Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2020, closing a stake of 18,220 shares — an estimated $551K sold.

Frontier Investment Management first reported a position in SPYM in Q1 2018 and held it in 9 quarters. The position peaked at $5.64M in Q4 2019. 340 funds tracked by Wall St. Rank hold SPYM as of Q2 2020.

Frontier Investment Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
Frontier Investment Management sold 18,220 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2020, an estimated $551K.
Frontier Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and held it in 9 quarters.
Frontier Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.64M 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 Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.