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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
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ACM
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13.57%
1-Year Est. Return
Envestnet Asset Management
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17.66%
1-Year Est. Return
Allianz Asset Management
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$86.6B AUM
38.74%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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