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	$308K	Buy	6,952 +9	+0.1%	+$434	0.03%	420
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

AWM

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $308K. The position accounts for 0.03% of the portfolio, ranked #420.

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 $308K 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 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #420 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.