NPF
SPYM

Norris Perne & French’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Norris Perne & French’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
-5,791
Closed -$219K – 141
2019
Q4 		$219K Buy
+5,791
New +$209K 0.03% 131

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

Norris Perne & French's SPYM Position: Q1 2020 in Review

Norris Perne & French sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2020, closing a stake of 5,791 shares — an estimated $219K sold.

Norris Perne & French first reported a position in SPYM in Q4 2019 and held it in 1 quarter. The position peaked at $219K in Q4 2019. 318 funds tracked by Wall St. Rank hold SPYM as of Q1 2020.

  • Norris Perne & French reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
  • Norris Perne & French sold 5,791 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2020, an estimated $219K.
  • Norris Perne & French first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and held it in 1 quarter.
  • Norris Perne & French's State Street SPDR Portfolio S&P 500 ETF position peaked at $219K 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 Norris Perne & French's 13F filing for Q1 2020, filed 16 Apr 2020.