SCA
SPYM

Stuart Chaussee & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Stuart Chaussee & Associates’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
Q4 		– Sell
-1,440,707
Closed -$49.1M – 133
2018
Q3 		$49.1M Sell
1,440,707
-9,464
-0.7% -$316K 31.07% 1
2018
Q2 		$46.2M Buy
+1,450,171
New +$46M 31.14% 1

Other funds holding SPYM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Stuart Chaussee & Associates's SPYM Position: Q4 2018 in Review

Stuart Chaussee & Associates sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2018, closing a stake of 1,440,707 shares — an estimated $49.1M sold.

Stuart Chaussee & Associates first reported a position in SPYM in Q2 2018 and held it in 2 quarters. The position peaked at $49.1M in Q3 2018. 196 funds tracked by Wall St. Rank hold SPYM as of Q4 2018.

  • Stuart Chaussee & Associates reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2018 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 1,440,707 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2018, an estimated $49.1M.
  • Stuart Chaussee & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and held it in 2 quarters.
  • Stuart Chaussee & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $49.1M in Q3 2018.
  • 196 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2018.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2018, filed 11 Jan 2019.