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

Gould Asset 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 Q1	–	Sell	-43,891	Closed	-$1.66M	–	145
2019 Q4	$1.66M	Sell	43,891 -165	-0.4%	-$5.97K	0.55%	28
2019 Q3	$1.53M	Sell	44,056 -850	-2%	-$29.5K	0.54%	27
2019 Q2	$1.55M	Hold	44,906	–	–	0.56%	26
2019 Q1	$1.49M	Buy	44,906 +1,600	+4%	+$51.1K	0.56%	26
2018 Q4	$1.26M	Buy	+43,306	New	+$1.37M	0.53%	28

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Gould Asset Management's SPYM Position: Q1 2020 in Review

Gould Asset Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2020, closing a stake of 43,891 shares — an estimated $1.66M sold.

Gould Asset Management first reported a position in SPYM in Q4 2018 and held it in 5 quarters. The position peaked at $1.66M in Q4 2019. 318 funds tracked by Wall St. Rank hold SPYM as of Q1 2020.

Gould Asset Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
Gould Asset Management sold 43,891 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2020, an estimated $1.66M.
Gould Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and held it in 5 quarters.
Gould Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.66M in Q4 2019.
318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2020.

Based on Gould Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.