JWM
SPYM

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

Jupiter 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
2020
Q1 		– Sell
-85,575
Closed -$3.29M – 91
2019
Q4 		$3.29M Buy
85,575
+25,395
+42% +$918K 1.59% 25
2019
Q3 		$2.1M Buy
+60,180
New +$2.09M 1.12% 30

Other funds holding SPYM

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
TC
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

Jupiter Wealth Management's SPYM Position: Q1 2020 in Review

Jupiter Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2020, closing a stake of 85,575 shares — an estimated $3.29M sold.

Jupiter Wealth Management first reported a position in SPYM in Q3 2019 and held it in 2 quarters. The position peaked at $3.29M in Q4 2019. 318 funds tracked by Wall St. Rank hold SPYM as of Q1 2020.

  • Jupiter Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
  • Jupiter Wealth Management sold 85,575 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2020, an estimated $3.29M.
  • Jupiter Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and held it in 2 quarters.
  • Jupiter Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.29M 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 Jupiter Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.