Ruggie Capital Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Ruggie Capital 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
2019 Q1	–	Sell	-833	Closed	-$24K	–	413
2018 Q4	$24K	Hold	833	–	–	0.01%	242
2018 Q3	$28K	Sell	833 -2,576	-76%	-$86.1K	0.02%	164
2018 Q2	$109K	Buy	+3,409	New	+$108K	0.06%	142

Other funds holding SPYM

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Ruggie Capital Group's SPYM Position: Q1 2019 in Review

Ruggie Capital Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2019, closing a stake of 833 shares — an estimated $24K sold.

Ruggie Capital Group first reported a position in SPYM in Q2 2018 and held it in 3 quarters. The position peaked at $109K in Q2 2018. 212 funds tracked by Wall St. Rank hold SPYM as of Q1 2019.

Ruggie Capital Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 833 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2019, an estimated $24K.
Ruggie Capital Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and held it in 3 quarters.
Ruggie Capital Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $109K in Q2 2018.
212 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.