BC
SPYM

Bartlett & Co’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bartlett & Co’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
Q3 		– Sell
-47
Closed -$2K – 1253
2022
Q2 		$2K Buy
+47
New +$2.27K ﹤0.01% 1189

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Bartlett & Co's SPYM Position: Q3 2022 in Review

Bartlett & Co sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2022, closing a stake of 47 shares — an estimated $2K sold.

Bartlett & Co first reported a position in SPYM in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 629 funds tracked by Wall St. Rank hold SPYM as of Q3 2022.

  • Bartlett & Co reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co sold 47 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2022, an estimated $2K.
  • Bartlett & Co first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co's State Street SPDR Portfolio S&P 500 ETF position peaked at $2K in Q2 2022.
  • 629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.