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

Align 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
2022 Q4	$18.9K	Buy	+450	New	+$20.3K	0.02%	109

Other funds holding SPYM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Align Wealth Management's SPYM Position: Q4 2022 in Review

Align Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2022: 450 shares worth $18.9K. The stake represents 0.02% of the portfolio and ranks #109 among its holdings.

696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

Align Wealth Management held 450 shares of State Street SPDR Portfolio S&P 500 ETF worth $18.9K as of Q4 2022.
State Street SPDR Portfolio S&P 500 ETF was a new Align Wealth Management position in Q4 2022.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Align Wealth Management's portfolio in Q4 2022, its #109 holding.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.