BAAM
SPYM

Baker Avenue Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Baker Avenue Asset 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
2023
Q1 		– Sell
-700
Closed -$31.5K – 1732
2022
Q4 		$31.5K Buy
+700
New +$31.6K ﹤0.01% 551

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Baker Avenue Asset Management's SPYM Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2023, closing a stake of 700 shares — an estimated $31.5K sold.

Baker Avenue Asset Management first reported a position in SPYM in Q4 2022 and held it in 1 quarter. The position peaked at $31.5K in Q4 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 700 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2023, an estimated $31.5K.
  • Baker Avenue Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and held it in 1 quarter.
  • Baker Avenue Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $31.5K in Q4 2022.
  • 696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.