Royal Fund Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Royal Fund Management’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 Q2	–	Sell	-3,982	Closed	-$120K	–	509
2020 Q1	$120K	Sell	3,982 -334,349	-99%	-$12M	0.05%	176
2019 Q4	$12.8M	Sell	338,331 -12,165	-3%	-$440K	3.26%	1
2019 Q3	$12.2M	Buy	350,496 +46,608	+15%	+$1.62M	3.41%	1
2019 Q2	$10.5M	Buy	303,888 +16,218	+6%	+$550K	3.11%	1
2019 Q1	$9.56M	Buy	287,670 +48,519	+20%	+$1.55M	3.05%	2
2018 Q4	$6.99M	Buy	239,151 +164,940	+222%	+$5.2M	2.83%	5
2018 Q3	$2.53M	Sell	74,211 -49,429	-40%	-$1.65M	0.79%	46
2018 Q2	$3.94M	Sell	123,640 -14,324	-10%	-$455K	1.3%	30
2018 Q1	$4.27M	Buy	137,964 +90,101	+188%	+$2.88M	1.56%	22
2017 Q4	$1.5M	Buy	+47,863	New	+$1.46M	0.54%	40

Other funds holding SPYM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Royal Fund Management's SPYM Position: Q2 2020 in Review

Royal Fund Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2020, closing a stake of 3,982 shares — an estimated $120K sold.

Royal Fund Management first reported a position in SPYM in Q4 2017 and held it in 10 quarters. The position peaked at $12.8M in Q4 2019. 340 funds tracked by Wall St. Rank hold SPYM as of Q2 2020.

Royal Fund Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 3,982 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2020, an estimated $120K.
Royal Fund Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and held it in 10 quarters.
Royal Fund Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $12.8M in Q4 2019.
340 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.