Wechter Feldman Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wechter Feldman Wealth 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
2020 Q1	–	Sell	-46,221	Closed	-$1.75M	–	24
2019 Q4	$1.75M	Sell	46,221 -3,113	-6%	-$113K	1.17%	14
2019 Q3	$1.72M	Buy	49,334 +6,516	+15%	+$227K	1.08%	15
2019 Q2	$1.48M	Buy	42,818 +595	+1%	+$20.2K	0.98%	15
2019 Q1	$1.4M	Buy	42,223 +16,662	+65%	+$532K	0.92%	16
2018 Q4	$747K	Sell	25,561 -383	-1%	-$12.1K	0.72%	17
2018 Q3	$884K	Buy	25,944 +10,451	+67%	+$349K	0.54%	21
2018 Q2	$494K	Buy	15,493 +8,669	+127%	+$275K	0.34%	24
2018 Q1	$211K	Buy	+6,824	New	+$218K	0.15%	32

Other funds holding SPYM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

PWA

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

Wechter Feldman Wealth Management's SPYM Position: Q1 2020 in Review

Wechter Feldman Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2020, closing a stake of 46,221 shares — an estimated $1.75M sold.

Wechter Feldman Wealth Management first reported a position in SPYM in Q1 2018 and held it in 8 quarters. The position peaked at $1.75M in Q4 2019. 318 funds tracked by Wall St. Rank hold SPYM as of Q1 2020.

Wechter Feldman Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
Wechter Feldman Wealth Management sold 46,221 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2020, an estimated $1.75M.
Wechter Feldman Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and held it in 8 quarters.
Wechter Feldman Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.75M in Q4 2019.
318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2020.

Based on Wechter Feldman Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.