IAS
SPYM

INR Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

INR Advisory Services’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
Q1 		$1.71M Buy
51,311
+6,493
+14% +$207K 0.22% 10
2018
Q4 		$1.31M Buy
44,818
+27,373
+157% +$863K 0.19% 10
2018
Q3 		$594K Buy
17,445
+8,217
+89% +$275K 0.08% 10
2018
Q2 		$294K Buy
9,228
+3,017
+49% +$95.7K 0.04% 10
2018
Q1 		$192K Buy
+6,211
New +$199K 0.03% 10

Other funds holding SPYM

SFP
Shepherd Financial Partners Winchester, Massachusetts $1.22B AUM 28.54% 1-Year Est. Return
TC
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return
AI
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

INR Advisory Services's SPYM Position: Q1 2019 in Review

INR Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q1 2019, buying an estimated $207K and bringing the position to 51,311 shares worth $1.71M. The position accounts for 0.22% of the portfolio, ranked #10.

INR Advisory Services first reported a position in SPYM in Q1 2018 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold SPYM as of Q1 2019.

  • INR Advisory Services held 51,311 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.71M as of Q1 2019.
  • INR Advisory Services bought 6,493 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2019, an estimated $207K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.22% of INR Advisory Services's portfolio in Q1 2019, its #10 holding.
  • INR Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 5 quarters since.
  • 212 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.