AWA
SPYM

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

Amplius Wealth 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
Q1 		– Sell
-750
Closed -$41K – 786
2021
Q4 		$41K Buy
+750
New +$40.5K 0.01% 365

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Amplius Wealth Advisors's SPYM Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2022, closing a stake of 750 shares — an estimated $41K sold.

Amplius Wealth Advisors first reported a position in SPYM in Q4 2021 and held it in 1 quarter. The position peaked at $41K in Q4 2021. 615 funds tracked by Wall St. Rank hold SPYM as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 750 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2022, an estimated $41K.
  • Amplius Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $41K in Q4 2021.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.