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

Moseley 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	-8,498	Closed	-$257K	–	135
2020 Q1	$257K	Sell	8,498 -2,152	-20%	-$77.2K	0.3%	91
2019 Q4	$403K	Sell	10,650 -2,455	-19%	-$88.8K	0.4%	74
2019 Q3	$457K	Buy	13,105 +1,219	+10%	+$42.4K	0.48%	60
2019 Q2	$411K	Buy	11,886 +2,154	+22%	+$73K	0.38%	73
2019 Q1	$323K	Buy	+9,732	New	+$311K	0.34%	87

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 $58.2B AUM 22.78% 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

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

Moseley Investment Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2020, closing a stake of 8,498 shares — an estimated $257K sold.

Moseley Investment Management first reported a position in SPYM in Q1 2019 and held it in 5 quarters. The position peaked at $457K in Q3 2019. 340 funds tracked by Wall St. Rank hold SPYM as of Q2 2020.

Moseley Investment Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
Moseley Investment Management sold 8,498 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2020, an estimated $257K.
Moseley Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and held it in 5 quarters.
Moseley Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $457K in Q3 2019.
340 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2020.

Based on Moseley Investment Management's 13F filing for Q2 2020, filed 24 Jul 2020.