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

American Portfolios 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
2022 Q3	$313K	Buy	7,443 +1,028	+16%	+$48K	0.01%	833
2022 Q2	$284K	Sell	6,415 -13,394	-68%	-$645K	0.01%	897
2022 Q1	$1.05M	Sell	19,809 -8,988	-31%	-$471K	0.04%	467
2021 Q4	$1.61M	Buy	28,797 +4,747	+20%	+$256K	0.05%	336
2021 Q3	$1.21M	Buy	24,050 +13,548	+129%	+$703K	0.05%	386
2021 Q2	$529K	Buy	10,502 +2,307	+28%	+$113K	0.02%	682
2021 Q1	$382K	Buy	8,195 +1,964	+32%	+$89.1K	0.02%	763
2020 Q4	$274K	Sell	6,231 -56,208	-90%	-$2.34M	0.01%	773
2020 Q3	$2.46M	Buy	62,439 +56,255	+910%	+$2.19M	0.14%	141
2020 Q2	$224K	Buy	6,184 +274	+5%	+$9.42K	0.01%	708
2020 Q1	$179K	Buy	5,910 +61	+1%	+$2.19K	0.01%	684
2019 Q4	$221K	Sell	5,849 -97,596	-94%	-$3.53M	0.02%	709
2019 Q3	$3.61M	Buy	103,445 +97,852	+1,750%	+$3.4M	0.3%	72
2019 Q2	$193K	Sell	5,593 -4,185	-43%	-$142K	0.02%	723
2019 Q1	$325K	Buy	9,778 +3,531	+57%	+$113K	0.03%	488
2018 Q4	$182K	Buy	6,247 +372	+6%	+$11.7K	0.02%	537
2018 Q3	$200K	Hold	5,875	–	–	0.02%	574
2018 Q2	$187K	Hold	5,875	–	–	0.03%	572
2018 Q1	$182K	Buy	5,875 +654	+13%	+$20.9K	0.03%	553
2017 Q4	$163K	Buy	+5,221	New	+$159K	0.03%	576

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

American Portfolios Advisors's SPYM Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q3 2022, buying an estimated $48K and bringing the position to 7,443 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #833.

American Portfolios Advisors first reported a position in SPYM in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.61M in Q3 2019. 629 funds tracked by Wall St. Rank hold SPYM as of Q3 2022.

American Portfolios Advisors held 7,443 shares of State Street SPDR Portfolio S&P 500 ETF worth $313K as of Q3 2022.
American Portfolios Advisors bought 1,028 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2022, an estimated $48K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #833 holding.
American Portfolios Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.61M in Q3 2019.
629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.