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

Aspire 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
2024 Q3	$3.97M	Sell	58,744 -6,343	-10%	-$413K	2.13%	14
2024 Q2	$4.17M	Sell	65,087 -7,120	-10%	-$438K	2.38%	13
2024 Q1	$4.44M	Sell	72,207 -15,488	-18%	-$907K	2.68%	13
2023 Q4	$4.9M	Buy	87,695 +378	+0.4%	+$19.8K	3.33%	10
2023 Q3	$4.39M	Buy	87,317 +18,870	+28%	+$987K	3.34%	11
2023 Q2	$3.57M	Buy	68,447 +1,771	+3%	+$87.4K	2.7%	13
2023 Q1	$3.21M	Buy	66,676 +3,655	+6%	+$171K	2.61%	13
2022 Q4	$2.83M	Sell	63,021 -3,809	-6%	-$172K	2.47%	14
2022 Q3	$2.81M	Buy	66,830 +3,652	+6%	+$171K	2.65%	15
2022 Q2	$2.8M	Buy	63,178 +818	+1%	+$39.4K	2.58%	15
2022 Q1	$3.31M	Buy	62,360 +22,754	+57%	+$1.19M	2.62%	15
2021 Q4	$2.21M	Buy	+39,606	New	+$2.14M	1.79%	16

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspire Wealth Management's SPYM Position: Q3 2024 in Review

Aspire Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.7% in Q3 2024, selling an estimated $413K and leaving 58,744 shares worth $3.97M. The position accounts for 2.13% of the portfolio, ranked #14.

Aspire Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.9M in Q4 2023. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

Aspire Wealth Management held 58,744 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.97M as of Q3 2024.
Aspire Wealth Management sold 6,343 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $413K.
State Street SPDR Portfolio S&P 500 ETF made up 2.13% of Aspire Wealth Management's portfolio in Q3 2024, its #14 holding.
Aspire Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.9M in Q4 2023.
1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.