SBSB
SPYM

Sullivan, Bruyette, Speros & Blaney’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q3 		– Sell
-3,783
Closed -$137K – 367
2020
Q2 		$137K Buy
+3,783
New +$130K 0.01% 279

Other funds holding SPYM

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's SPYM Position: Q3 2020 in Review

Sullivan, Bruyette, Speros & Blaney sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2020, closing a stake of 3,783 shares — an estimated $137K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in SPYM in Q2 2020 and held it in 1 quarter. The position peaked at $137K in Q2 2020. 360 funds tracked by Wall St. Rank hold SPYM as of Q3 2020.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2020 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 3,783 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2020, an estimated $137K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and held it in 1 quarter.
  • Sullivan, Bruyette, Speros & Blaney's State Street SPDR Portfolio S&P 500 ETF position peaked at $137K in Q2 2020.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2020.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q3 2020, filed 12 Nov 2020.