Squar Milner Financial Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Squar Milner Financial Services’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	-332	Closed	-$10K	–	635
2020 Q1	$10K	Hold	332	–	–	0.01%	544
2019 Q4	$12K	Buy	+332	New	+$12K	0.01%	569
2019 Q3	–	Sell	-332	Closed	-$11K	–	638
2019 Q2	$11K	Buy	+332	New	+$11.3K	0.01%	516

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

Squar Milner Financial Services's SPYM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2020, closing a stake of 332 shares — an estimated $10K sold.

Squar Milner Financial Services first reported a position in SPYM in Q2 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 340 funds tracked by Wall St. Rank hold SPYM as of Q2 2020.

Squar Milner Financial Services reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 332 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2020, an estimated $10K.
Squar Milner Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and held it in 3 quarters.
Squar Milner Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $12K 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 Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.