AIA
SPYM

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

Alera Investment 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
2024
Q3 		$90M Sell
1,333,607
-174,997
-12% -$11.4M 10.57% 1
2024
Q2 		$96.6M Buy
1,508,604
+1,499,206
+15,952% +$92.3M 11.61% 1
2024
Q1 		$578K Buy
+9,398
New +$550K 0.08% 106

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Alera Investment Advisors's SPYM Position: Q3 2024 in Review

Alera Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q3 2024, selling an estimated $11.4M and leaving 1,333,607 shares worth $90M. The position accounts for 10.57% of the portfolio, ranked #1.

Alera Investment Advisors first reported a position in SPYM in Q1 2024 and has held it in 3 quarters since. The position peaked at $96.6M in Q2 2024. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

  • Alera Investment Advisors held 1,333,607 shares of State Street SPDR Portfolio S&P 500 ETF worth $90M as of Q3 2024.
  • Alera Investment Advisors sold 174,997 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $11.4M.
  • State Street SPDR Portfolio S&P 500 ETF made up 10.57% of Alera Investment Advisors's portfolio in Q3 2024, its #1 holding.
  • Alera Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 3 quarters since.
  • Alera Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $96.6M in Q2 2024.
  • 1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.