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

Beacon Bridge 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 Q3	–	Sell	-3,646	Closed	-$233K	–	95
2024 Q2	$233K	Sell	3,646 -717	-16%	-$44.1K	0.11%	82
2024 Q1	$268K	Sell	4,363 -780	-15%	-$45.7K	0.13%	82
2023 Q4	$287K	Sell	5,143 -3,068	-37%	-$161K	0.14%	73
2023 Q3	$413K	Sell	8,211 -1,003	-11%	-$52.5K	0.22%	55
2023 Q2	$480K	Sell	9,214 -2,194	-19%	-$108K	0.25%	42
2023 Q1	$549K	Sell	11,408 -7,243	-39%	-$340K	0.33%	35
2022 Q4	$839K	Buy	+18,651	New	+$843K	0.61%	28

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Beacon Bridge Wealth Partners's SPYM Position: Q3 2024 in Review

Beacon Bridge Wealth Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2024, closing a stake of 3,646 shares — an estimated $233K sold.

Beacon Bridge Wealth Partners first reported a position in SPYM in Q4 2022 and held it in 7 quarters. The position peaked at $839K in Q4 2022. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

Beacon Bridge Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 3,646 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $233K.
Beacon Bridge Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and held it in 7 quarters.
Beacon Bridge Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $839K in Q4 2022.
1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q3 2024, filed 12 Nov 2024.