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

Baystate 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
2023 Q4	$18M	Buy	322,274 +29,844	+10%	+$1.56M	1.32%	20
2023 Q3	$14.7M	Buy	292,430 +28,153	+11%	+$1.47M	1.21%	20
2023 Q2	$13.8M	Buy	264,277 +24,613	+10%	+$1.21M	1.13%	20
2023 Q1	$11.5M	Sell	239,664 -5,651	-2%	-$265K	1%	20
2022 Q4	$11M	Buy	245,315 +46,911	+24%	+$2.12M	1.01%	20
2022 Q3	$8.33M	Buy	198,404 +50,779	+34%	+$2.37M	0.86%	20
2022 Q2	$6.55M	Buy	147,625 +55,111	+60%	+$2.66M	0.64%	23
2022 Q1	$4.92M	Buy	92,514 +52,987	+134%	+$2.77M	0.43%	26
2021 Q4	$2.21M	Buy	39,527 +24,010	+155%	+$1.3M	0.2%	40
2021 Q3	$783K	Buy	15,517 +11,509	+287%	+$597K	0.08%	86
2021 Q2	$202K	Buy	4,008 +1,511	+61%	+$74.2K	0.02%	145
2021 Q1	$116K	Buy	2,497 +250	+11%	+$11.3K	0.01%	178
2020 Q4	$99K	Buy	+2,247	New	+$93.7K	0.01%	175

Other funds holding SPYM

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

OIA

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

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

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

Baystate Wealth Management's SPYM Position: Q4 2023 in Review

Baystate Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10% in Q4 2023, buying an estimated $1.56M and bringing the position to 322,274 shares worth $18M. The position accounts for 1.32% of the portfolio, ranked #20.

Baystate Wealth Management first reported a position in SPYM in Q4 2020 and has held it in 13 quarters since. 923 funds tracked by Wall St. Rank hold SPYM as of Q4 2023.

Baystate Wealth Management held 322,274 shares of State Street SPDR Portfolio S&P 500 ETF worth $18M as of Q4 2023.
Baystate Wealth Management bought 29,844 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2023, an estimated $1.56M.
State Street SPDR Portfolio S&P 500 ETF made up 1.32% of Baystate Wealth Management's portfolio in Q4 2023, its #20 holding.
Baystate Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 13 quarters since.
923 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.