XS
SPYM

XR Securities’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

XR Securities’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
Q1 		– Sell
-39,517
Closed -$1.24M – 44
2017
Q4 		$1.24M Buy
+39,517
New +$1.21M 2.1% 13

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
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
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

XR Securities's SPYM Position: Q1 2018 in Review

XR Securities sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2018, closing a stake of 39,517 shares — an estimated $1.24M sold.

XR Securities first reported a position in SPYM in Q4 2017 and held it in 1 quarter. The position peaked at $1.24M in Q4 2017. 134 funds tracked by Wall St. Rank hold SPYM as of Q1 2018.

  • XR Securities reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2018 after selling out during the quarter.
  • XR Securities sold 39,517 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2018, an estimated $1.24M.
  • XR Securities first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and held it in 1 quarter.
  • XR Securities's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.24M in Q4 2017.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2018.

Based on XR Securities's 13F filing for Q1 2018, filed 6 Apr 2018.