Ladenburg Thalmann Financial Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Ladenburg Thalmann Financial 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 Q4	$11.2M	Sell	301,277 -133,817	-31%	-$4.84M	0.07%	275
2019 Q3	$15.2M	Buy	435,094 +38,443	+10%	+$1.34M	0.1%	200
2019 Q2	$13.7M	Buy	396,651 +29,809	+8%	+$1.01M	0.1%	205
2019 Q1	$12.2M	Buy	366,842 +311,652	+565%	+$9.95M	0.09%	213
2018 Q4	$1.61M	Buy	55,190 +8,132	+17%	+$256K	0.01%	769
2018 Q3	$1.6M	Buy	47,058 +38,945	+480%	+$1.3M	0.01%	834
2018 Q2	$251K	Hold	8,113	–	–	﹤0.01%	2057
2018 Q1	$251K	Buy	8,113 +6,722	+483%	+$215K	﹤0.01%	2057
2017 Q4	$43K	Buy	+1,391	New	+$42.4K	﹤0.01%	3330

Other funds holding SPYM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $752M AUM 13.99% 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 $1.37T AUM 24.88% 1-Year Est. Return

FEG

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

Ladenburg Thalmann Financial Services's SPYM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 31% in Q4 2019, selling an estimated $4.84M and leaving 301,277 shares worth $11.2M. The position accounts for 0.07% of the portfolio, ranked #275.

Ladenburg Thalmann Financial Services first reported a position in SPYM in Q4 2017 and has held it in 9 quarters since. The position peaked at $15.2M in Q3 2019. 316 funds tracked by Wall St. Rank hold SPYM as of Q4 2019.

Ladenburg Thalmann Financial Services held 301,277 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.2M as of Q4 2019.
Ladenburg Thalmann Financial Services sold 133,817 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2019, an estimated $4.84M.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #275 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 9 quarters since.
Ladenburg Thalmann Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $15.2M in Q3 2019.
316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.