AW
SPYM

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

Atlas Wealth’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
Q4 		– Sell
-3,000
Closed -$203K – 101
2024
Q3 		$203K Buy
+3,000
New +$195K 0.09% 79

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atlas Wealth's SPYM Position: Q4 2024 in Review

Atlas Wealth sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024, closing a stake of 3,000 shares — an estimated $203K sold.

Atlas Wealth first reported a position in SPYM in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

  • Atlas Wealth reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Atlas Wealth sold 3,000 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $203K.
  • Atlas Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and held it in 1 quarter.
  • Atlas Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $203K in Q3 2024.
  • 1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Atlas Wealth's 13F filing for Q4 2024, filed 11 Feb 2025.