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

Smart Money 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
2020 Q4	–	Sell	-171,677	Closed	-$6.76M	–	82
2020 Q3	$6.76M	Sell	171,677 -39,949	-19%	-$1.56M	2.91%	6
2020 Q2	$7.67M	Buy	211,626 +44,059	+26%	+$1.52M	4.54%	4
2020 Q1	$5.14M	Sell	167,567 -10,956	-6%	-$393K	3.61%	7
2019 Q4	$6.75M	Buy	178,523 +51,307	+40%	+$1.86M	3.95%	9
2019 Q3	$4.43M	Buy	127,216 +4,033	+3%	+$140K	3.56%	8
2019 Q2	$4.25M	Buy	123,183 +4,063	+3%	+$138K	3.51%	7
2019 Q1	$3.96M	Buy	+119,120	New	+$3.8M	3.46%	7

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

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

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

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

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

WAP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Smart Money Group's SPYM Position: Q4 2020 in Review

Smart Money Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2020, closing a stake of 171,677 shares — an estimated $6.76M sold.

Smart Money Group first reported a position in SPYM in Q1 2019 and held it in 7 quarters. The position peaked at $7.67M in Q2 2020. 423 funds tracked by Wall St. Rank hold SPYM as of Q4 2020.

Smart Money Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2020 after selling out during the quarter.
Smart Money Group sold 171,677 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2020, an estimated $6.76M.
Smart Money Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and held it in 7 quarters.
Smart Money Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.67M in Q2 2020.
423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.