PEA
SPYM

Pacific Edge Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Pacific Edge Advisors’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
-143,900
Closed -$5.44M – 44
2019
Q4 		$5.44M Buy
143,900
+93,500
+186% +$3.38M 3.32% 9
2019
Q3 		$1.76M Hold
50,400
– – 1.15% 16
2019
Q2 		$1.74M Sell
50,400
-8,100
-14% -$275K 1.15% 17
2019
Q1 		$1.94M Sell
58,500
-2,000
-3% -$63.8K 1.18% 19
2018
Q4 		$1.77M Buy
+60,500
New +$1.91M 1.13% 20

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

Pacific Edge Advisors's SPYM Position: Q1 2020 in Review

Pacific Edge Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2020, closing a stake of 143,900 shares — an estimated $5.44M sold.

Pacific Edge Advisors first reported a position in SPYM in Q4 2018 and held it in 5 quarters. The position peaked at $5.44M in Q4 2019. 318 funds tracked by Wall St. Rank hold SPYM as of Q1 2020.

  • Pacific Edge Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
  • Pacific Edge Advisors sold 143,900 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2020, an estimated $5.44M.
  • Pacific Edge Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and held it in 5 quarters.
  • Pacific Edge Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.44M 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 Pacific Edge Advisors's 13F filing for Q1 2020, filed 11 May 2020.