9258 Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

9258 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
2024 Q3	$16.1M	Sell	237,883 -3,571	-1%	-$232K	2.37%	8
2024 Q2	$15.5M	Sell	241,454 -21,103	-8%	-$1.3M	2.38%	8
2024 Q1	$16.2M	Buy	262,557 +9,043	+4%	+$530K	2.52%	8
2023 Q4	$14.2M	Buy	253,514 +13,240	+6%	+$694K	2.49%	11
2023 Q3	$12.1M	Sell	240,274 -13,056	-5%	-$683K	2.35%	11
2023 Q2	$13.2M	Sell	253,330 -24,629	-9%	-$1.22M	2.48%	10
2023 Q1	$13.4M	Buy	277,959 +11,851	+4%	+$556K	2.7%	5
2022 Q4	$12M	Buy	266,108 +50,935	+24%	+$2.3M	2.59%	6
2022 Q3	$9.04M	Buy	215,173 +67,162	+45%	+$3.14M	2.31%	7
2022 Q2	$6.56M	Buy	148,011 +63,434	+75%	+$3.06M	1.68%	10
2022 Q1	$4.49M	Buy	+84,577	New	+$4.43M	1.04%	13

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

9258 Wealth Management's SPYM Position: Q3 2024 in Review

9258 Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q3 2024, selling an estimated $232K and leaving 237,883 shares worth $16.1M. The position accounts for 2.37% of the portfolio, ranked #8.

9258 Wealth Management first reported a position in SPYM in Q1 2022 and has held it in 11 quarters since. The position peaked at $16.2M in Q1 2024. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

9258 Wealth Management held 237,883 shares of State Street SPDR Portfolio S&P 500 ETF worth $16.1M as of Q3 2024.
9258 Wealth Management sold 3,571 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $232K.
State Street SPDR Portfolio S&P 500 ETF made up 2.37% of 9258 Wealth Management's portfolio in Q3 2024, its #8 holding.
9258 Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 11 quarters since.
9258 Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $16.2M in Q1 2024.
1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.