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

Baldwin Wealth Partners’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 Q1	–	Sell	-265	Closed	-$14.8K	–	730
2023 Q4	$14.8K	Hold	265	–	–	﹤0.01%	538
2023 Q3	$13.3K	Hold	265	–	–	﹤0.01%	552
2023 Q2	$13.8K	Hold	265	–	–	﹤0.01%	571
2023 Q1	$12.8K	Hold	265	–	–	﹤0.01%	595
2022 Q4	$11.9K	Hold	265	–	–	﹤0.01%	594
2022 Q3	$11K	Hold	265	–	–	﹤0.01%	514
2022 Q2	$12K	Hold	265	–	–	﹤0.01%	520
2022 Q1	$14K	Hold	265	–	–	﹤0.01%	511
2021 Q4	$15K	Buy	265 +200	+308%	+$10.8K	﹤0.01%	475
2021 Q3	$3K	Buy	65 +42	+183%	+$2.18K	﹤0.01%	611
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	649
2021 Q1	$1K	Buy	+23	New	+$1.04K	﹤0.01%	615

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Baldwin Wealth Partners's SPYM Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2024, closing a stake of 265 shares — an estimated $14.8K sold.

Baldwin Wealth Partners first reported a position in SPYM in Q1 2021 and held it in 12 quarters. The position peaked at $15K in Q4 2021. 974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

Baldwin Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 265 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2024, an estimated $14.8K.
Baldwin Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and held it in 12 quarters.
Baldwin Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $15K in Q4 2021.
974 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.