PG
SPYM

Proffitt & Goodson’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Proffitt & Goodson’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
Q1 		– Sell
-753
Closed -$22K – 223
2018
Q4 		$22K Buy
+753
New +$23.7K 0.01% 105

Other funds holding SPYM

SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Proffitt & Goodson's SPYM Position: Q1 2019 in Review

Proffitt & Goodson sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2019, closing a stake of 753 shares — an estimated $22K sold.

Proffitt & Goodson first reported a position in SPYM in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 212 funds tracked by Wall St. Rank hold SPYM as of Q1 2019.

  • Proffitt & Goodson reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2019 after selling out during the quarter.
  • Proffitt & Goodson sold 753 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2019, an estimated $22K.
  • Proffitt & Goodson first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and held it in 1 quarter.
  • Proffitt & Goodson's State Street SPDR Portfolio S&P 500 ETF position peaked at $22K in Q4 2018.
  • 212 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2019.

Based on Proffitt & Goodson's 13F filing for Q1 2019, filed 18 Apr 2019.