Asset Planning Services (Pennsylvania)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Asset Planning Services (Pennsylvania)’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
2021 Q4	$2.07M	Buy	37,057 +9,769	+36%	+$528K	0.96%	20
2021 Q3	$1.38M	Buy	+27,288	New	+$1.42M	0.66%	30

Other funds holding SPYM

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

Asset Planning Services (Pennsylvania)'s SPYM Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 36% in Q4 2021, buying an estimated $528K and bringing the position to 37,057 shares worth $2.07M. The position accounts for 0.96% of the portfolio, ranked #20.

Asset Planning Services (Pennsylvania) first reported a position in SPYM in Q3 2021 and has held it in 2 quarters since. 593 funds tracked by Wall St. Rank hold SPYM as of Q4 2021.

Asset Planning Services (Pennsylvania) held 37,057 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.07M as of Q4 2021.
Asset Planning Services (Pennsylvania) bought 9,769 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2021, an estimated $528K.
State Street SPDR Portfolio S&P 500 ETF made up 0.96% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #20 holding.
Asset Planning Services (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 2 quarters since.
593 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.