AA
SPYM

Axiom Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Axiom Advisory’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 		$11M Buy
168,776
+3,668
+2% +$239K 0.1% 41
2024
Q2 		$10.2M Buy
+165,108
New +$10.2M 0.11% 37

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
Invesco
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axiom Advisory's SPYM Position: Q3 2024 in Review

Axiom Advisory increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.2% in Q3 2024, buying an estimated $239K and bringing the position to 168,776 shares worth $11M. The position accounts for 0.1% of the portfolio, ranked #41.

Axiom Advisory first reported a position in SPYM in Q2 2024 and has held it in 2 quarters since. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

  • Axiom Advisory held 168,776 shares of State Street SPDR Portfolio S&P 500 ETF worth $11M as of Q3 2024.
  • Axiom Advisory bought 3,668 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $239K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Axiom Advisory's portfolio in Q3 2024, its #41 holding.
  • Axiom Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.