Wealth & Pension Services Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wealth & Pension Services Group’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 Q3	$7.43M	Buy	213,201 +4,995	+2%	+$174K	5.38%	1
2019 Q2	$7.19M	Buy	208,206 +12,146	+6%	+$412K	5.23%	2
2019 Q1	$6.51M	Sell	196,060 -636	-0.3%	-$20.3K	5.07%	2
2018 Q4	$5.75M	Sell	196,696 -105,978	-35%	-$3.34M	5.18%	2
2018 Q3	$10.3M	Buy	302,674 +7,770	+3%	+$260K	10.35%	1
2018 Q2	$9.4M	Buy	+294,904	New	+$9.36M	11.93%	1

Other funds holding SPYM

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

JWM

Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wealth & Pension Services Group's SPYM Position: Q3 2019 in Review

Wealth & Pension Services Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.4% in Q3 2019, buying an estimated $174K and bringing the position to 213,201 shares worth $7.43M. The position accounts for 5.38% of the portfolio, ranked #1.

Wealth & Pension Services Group first reported a position in SPYM in Q2 2018 and has held it in 6 quarters since. The position peaked at $10.3M in Q3 2018. 254 funds tracked by Wall St. Rank hold SPYM as of Q3 2019.

Wealth & Pension Services Group held 213,201 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.43M as of Q3 2019.
Wealth & Pension Services Group bought 4,995 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2019, an estimated $174K.
State Street SPDR Portfolio S&P 500 ETF made up 5.38% of Wealth & Pension Services Group's portfolio in Q3 2019, its #1 holding.
Wealth & Pension Services Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 6 quarters since.
Wealth & Pension Services Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.3M in Q3 2018.
254 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.