SCM
SPYM

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

Stonehearth Capital 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
Q4 		– Sell
-8,111
Closed -$283K – 63
2019
Q3 		$283K Buy
8,111
+391
+5% +$13.6K 0.21% 48
2019
Q2 		$267K Buy
7,720
+1,000
+15% +$33.9K 0.2% 46
2019
Q1 		$223K Buy
+6,720
New +$214K 0.17% 47

Other funds holding SPYM

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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WEPOG
Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Stonehearth Capital Management's SPYM Position: Q4 2019 in Review

Stonehearth Capital Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2019, closing a stake of 8,111 shares — an estimated $283K sold.

Stonehearth Capital Management first reported a position in SPYM in Q1 2019 and held it in 3 quarters. The position peaked at $283K in Q3 2019. 316 funds tracked by Wall St. Rank hold SPYM as of Q4 2019.

  • Stonehearth Capital Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2019 after selling out during the quarter.
  • Stonehearth Capital Management sold 8,111 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2019, an estimated $283K.
  • Stonehearth Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and held it in 3 quarters.
  • Stonehearth Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $283K in Q3 2019.
  • 316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2019.

Based on Stonehearth Capital Management's 13F filing for Q4 2019, filed 15 Jan 2020.