PWAG
SPYM

Polaris Wealth Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Polaris Wealth Advisory Group’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
-461
Closed -$16K – 407
2018
Q3 		$16K Buy
+461
New +$15.4K ﹤0.01% 349

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

Polaris Wealth Advisory Group's SPYM Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2018, closing a stake of 461 shares — an estimated $16K sold.

Polaris Wealth Advisory Group first reported a position in SPYM in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 196 funds tracked by Wall St. Rank hold SPYM as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 461 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2018, an estimated $16K.
  • Polaris Wealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $16K 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 Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.