BRWM
SPYM

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

B. Riley 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
2022
Q2 		$308 Buy
6,952
+9
+0.1% +$434 ﹤0.01% 527
2022
Q1 		$369K Sell
6,943
-3,193
-32% -$167K 0.03% 400
2021
Q4 		$472K Buy
10,136
+3,508
+53% +$189K 0.03% 369
2021
Q3 		$334K Sell
6,628
-339
-5% -$17.6K 0.03% 429
2021
Q2 		$351K Buy
+6,967
New +$342K 0.04% 290

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

B. Riley Wealth Management's SPYM Position: Q2 2022 in Review

B. Riley Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.13% in Q2 2022, buying an estimated $434 and bringing the position to 6,952 shares worth $308. The position accounts for ﹤0.01% of the portfolio, ranked #527.

B. Riley Wealth Management first reported a position in SPYM in Q2 2021 and has held it in 5 quarters since. The position peaked at $472K in Q4 2021. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

  • B. Riley Wealth Management held 6,952 shares of State Street SPDR Portfolio S&P 500 ETF worth $308 as of Q2 2022.
  • B. Riley Wealth Management bought 9 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $434.
  • State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #527 holding.
  • B. Riley Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 5 quarters since.
  • B. Riley Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $472K in Q4 2021.
  • 620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.