PP
SPYM

Pension Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Pension Partners’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
2018
Q4 		– Sell
-328,332
Closed -$11.2M – 19
2018
Q3 		$11.2M Buy
+328,332
New +$11M 9.05% 4

Other funds holding SPYM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Pension Partners's SPYM Position: Q4 2018 in Review

Pension Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2018, closing a stake of 328,332 shares — an estimated $11.2M sold.

Pension Partners first reported a position in SPYM in Q3 2018 and held it in 1 quarter. The position peaked at $11.2M in Q3 2018. 196 funds tracked by Wall St. Rank hold SPYM as of Q4 2018.

  • Pension Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2018 after selling out during the quarter.
  • Pension Partners sold 328,332 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2018, an estimated $11.2M.
  • Pension Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and held it in 1 quarter.
  • Pension Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $11.2M in Q3 2018.
  • 196 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2018.

Based on Pension Partners's 13F filing for Q4 2018, filed 6 Feb 2019.