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

Omnia Family Wealth’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 Q2	–	Sell	-628	Closed	-$21K	–	460
2019 Q1	$21K	Hold	628	–	–	0.01%	210
2018 Q4	$18K	Hold	628	–	–	0.01%	205
2018 Q3	$21K	Hold	628	–	–	0.01%	205
2018 Q2	$20K	Hold	628	–	–	0.01%	215
2018 Q1	$19K	Hold	628	–	–	0.01%	217
2017 Q4	$20K	Buy	628 +4	+0.6%	+$122	0.01%	235
2017 Q3	$18K	Buy	+624	New	+$18K	0.01%	214

Other funds holding SPYM

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

JWM

Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Omnia Family Wealth's SPYM Position: Q2 2019 in Review

Omnia Family Wealth sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2019, closing a stake of 628 shares — an estimated $21K sold.

Omnia Family Wealth first reported a position in SPYM in Q3 2017 and held it in 7 quarters. The position peaked at $21K in Q1 2019. 232 funds tracked by Wall St. Rank hold SPYM as of Q2 2019.

Omnia Family Wealth reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 628 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2019, an estimated $21K.
Omnia Family Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2017 and held it in 7 quarters.
Omnia Family Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $21K in Q1 2019.
232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.