SJIM
SPYM

St. Johns Investment Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

St. Johns Investment 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
2019
Q2 		– Sell
-2,198
Closed -$73K – 169
2019
Q1 		$73K Buy
+2,198
New +$70.2K 0.06% 88

Other funds holding SPYM

SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

St. Johns Investment Management's SPYM Position: Q2 2019 in Review

St. Johns Investment Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2019, closing a stake of 2,198 shares — an estimated $73K sold.

St. Johns Investment Management first reported a position in SPYM in Q1 2019 and held it in 1 quarter. The position peaked at $73K in Q1 2019. 232 funds tracked by Wall St. Rank hold SPYM as of Q2 2019.

  • St. Johns Investment Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2019 after selling out during the quarter.
  • St. Johns Investment Management sold 2,198 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2019, an estimated $73K.
  • St. Johns Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and held it in 1 quarter.
  • St. Johns Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $73K in Q1 2019.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2019.

Based on St. Johns Investment Management's 13F filing for Q2 2019, filed 24 Jul 2019.