SG Americas Securities
SPYM

SG Americas Securities’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

SG Americas Securities’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
Q1 		– Sell
-5,260
Closed -$165K – 3525
2017
Q4 		$165K Buy
+5,260
New +$160K ﹤0.01% 2574
2017
Q3 		– Sell
-89,612
Closed -$2.55M – 3717
2017
Q2 		$2.55M Buy
+89,612
New +$2.52M 0.02% 738

Other funds holding SPYM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SG Americas Securities's SPYM Position: Q1 2018 in Review

SG Americas Securities sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2018, closing a stake of 5,260 shares — an estimated $165K sold.

SG Americas Securities first reported a position in SPYM in Q2 2017 and held it in 2 quarters. The position peaked at $2.55M in Q2 2017. 134 funds tracked by Wall St. Rank hold SPYM as of Q1 2018.

  • SG Americas Securities reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2018 after selling out during the quarter.
  • SG Americas Securities sold 5,260 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2018, an estimated $165K.
  • SG Americas Securities first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2017 and held it in 2 quarters.
  • SG Americas Securities's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.55M in Q2 2017.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2018.

Based on SG Americas Securities's 13F filing for Q1 2018, filed 3 May 2018.