WCM
SPYM

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

Weatherstone 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
Q1 		– Sell
-20,864
Closed -$711K – 151
2018
Q4 		$711K Buy
+20,864
New +$658K 0.17% 84

Other funds holding SPYM

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Weatherstone Capital Management's SPYM Position: Q1 2019 in Review

Weatherstone Capital Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2019, closing a stake of 20,864 shares — an estimated $711K sold.

Weatherstone Capital Management first reported a position in SPYM in Q4 2018 and held it in 1 quarter. The position peaked at $711K in Q4 2018. 212 funds tracked by Wall St. Rank hold SPYM as of Q1 2019.

  • Weatherstone Capital Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 20,864 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2019, an estimated $711K.
  • Weatherstone Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $711K in Q4 2018.
  • 212 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.