APS
SPYM

American Planning Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

American Planning Services’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 		$702K Sell
10,394
-222
-2% -$14.4K 0.56% 28
2024
Q2 		$679K Sell
10,616
-1,469
-12% -$90.4K 0.48% 28
2024
Q1 		$744K Hold
12,085
– – 0.54% 18
2023
Q4 		$676K Buy
+12,085
New +$633K 0.52% 17

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Planning Services's SPYM Position: Q3 2024 in Review

American Planning Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.1% in Q3 2024, selling an estimated $14.4K and leaving 10,394 shares worth $702K. The position accounts for 0.56% of the portfolio, ranked #28.

American Planning Services first reported a position in SPYM in Q4 2023 and has held it in 4 quarters since. The position peaked at $744K in Q1 2024. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

  • American Planning Services held 10,394 shares of State Street SPDR Portfolio S&P 500 ETF worth $702K as of Q3 2024.
  • American Planning Services sold 222 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $14.4K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.56% of American Planning Services's portfolio in Q3 2024, its #28 holding.
  • American Planning Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 4 quarters since.
  • American Planning Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $744K 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 American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.