VIA
SPYM

Vantage Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Vantage Investment Advisors’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
Q3 		$791K Buy
23,214
+6,734
+41% +$225K 0.17% 70
2018
Q2 		$525K Buy
16,480
+5,705
+53% +$181K 0.13% 87
2018
Q1 		$333K Buy
+10,775
New +$345K 0.08% 114

Other funds holding SPYM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vantage Investment Advisors's SPYM Position: Q3 2018 in Review

Vantage Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 41% in Q3 2018, buying an estimated $225K and bringing the position to 23,214 shares worth $791K. The position accounts for 0.17% of the portfolio, ranked #70.

Vantage Investment Advisors first reported a position in SPYM in Q1 2018 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold SPYM as of Q3 2018.

  • Vantage Investment Advisors held 23,214 shares of State Street SPDR Portfolio S&P 500 ETF worth $791K as of Q3 2018.
  • Vantage Investment Advisors bought 6,734 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2018, an estimated $225K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.17% of Vantage Investment Advisors's portfolio in Q3 2018, its #70 holding.
  • Vantage Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.