AGF Investments LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

AGF Investments LLC’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
2022 Q3	$17K	Hold	395	–	–	﹤0.01%	256
2022 Q2	$18K	Hold	395	–	–	﹤0.01%	342
2022 Q1	$21K	Hold	395	–	–	﹤0.01%	389
2021 Q4	$22K	Buy	395 +22	+6%	+$1.19K	﹤0.01%	393
2021 Q3	$19K	Hold	373	–	–	﹤0.01%	386
2021 Q2	$19K	Buy	373 +57	+18%	+$2.8K	﹤0.01%	390
2021 Q1	$15K	Sell	316 -57	-15%	-$2.58K	﹤0.01%	381
2020 Q4	$16K	Hold	373	–	–	﹤0.01%	435
2020 Q3	$15K	Sell	373 -51	-12%	-$1.99K	﹤0.01%	457
2020 Q2	$15K	Buy	424 +48	+13%	+$1.65K	﹤0.01%	487
2020 Q1	$11K	Hold	376	–	–	﹤0.01%	461
2019 Q4	$14K	Buy	+376	New	+$13.6K	﹤0.01%	466

Other funds holding SPYM

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

SMM

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AGF Investments LLC's SPYM Position: Q3 2022 in Review

AGF Investments LLC held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2022 at 395 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

AGF Investments LLC first reported a position in SPYM in Q4 2019 and has held it in 12 quarters since. The position peaked at $22K in Q4 2021. 629 funds tracked by Wall St. Rank hold SPYM as of Q3 2022.

AGF Investments LLC held 395 shares of State Street SPDR Portfolio S&P 500 ETF worth $17K as of Q3 2022.
AGF Investments LLC left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2022.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of AGF Investments LLC's portfolio in Q3 2022, its #256 holding.
AGF Investments LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 12 quarters since.
AGF Investments LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $22K in Q4 2021.
629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.