WA
SPYM

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

WFG 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
2013
Q4 		– Sell
-1,216
Closed -$24K – 2307
2013
Q3 		$24K Sell
1,216
-1,224
-50% -$24.2K ﹤0.01% 1209
2013
Q2 		$46K Buy
+2,440
New +$46.1K 0.01% 916

Other funds holding SPYM

ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's SPYM Position: Q4 2013 in Review

WFG Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2013, closing a stake of 1,216 shares — an estimated $24K sold.

WFG Advisors first reported a position in SPYM in Q2 2013 and held it in 2 quarters. The position peaked at $46K in Q2 2013. 8 funds tracked by Wall St. Rank hold SPYM as of Q4 2013.

  • WFG Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2013 after selling out during the quarter.
  • WFG Advisors sold 1,216 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2013, an estimated $24K.
  • WFG Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2013 and held it in 2 quarters.
  • WFG Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $46K in Q2 2013.
  • 8 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.