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

Northwest 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	-7,782	Closed	-$294K	–	111
2019 Q4	$294K	Sell	7,782 -8,996	-54%	-$325K	0.27%	77
2019 Q3	$585K	Sell	16,778 -1,735	-9%	-$60.3K	0.48%	58
2019 Q2	$639K	Buy	18,513 +2,358	+15%	+$79.9K	0.52%	54
2019 Q1	$537K	Buy	16,155 +12,852	+389%	+$410K	0.4%	58
2018 Q4	$96K	Hold	3,303	–	–	0.08%	150
2018 Q3	$113K	Buy	3,303 +1,568	+90%	+$52.4K	0.08%	143
2018 Q2	$55K	Sell	1,735 -556	-24%	-$17.6K	0.04%	207
2018 Q1	$71K	Buy	+2,291	New	+$73.3K	0.05%	184

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

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

Northwest Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2020, closing a stake of 7,782 shares — an estimated $294K sold.

Northwest Wealth Management first reported a position in SPYM in Q1 2018 and held it in 8 quarters. The position peaked at $639K in Q2 2019. 318 funds tracked by Wall St. Rank hold SPYM as of Q1 2020.

Northwest Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
Northwest Wealth Management sold 7,782 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2020, an estimated $294K.
Northwest Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and held it in 8 quarters.
Northwest Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $639K in Q2 2019.
318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2020.

Based on Northwest Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.