BFEC
SPYM

Benjamin F. Edwards & Company’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		– Sell
-1,316
Closed -$81K – 2235
2024
Q1 		$81K Buy
1,316
+251
+24% +$14.7K ﹤0.01% 1158
2023
Q4 		$60K Buy
+1,065
New +$55.8K ﹤0.01% 1218

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Benjamin F. Edwards & Company's SPYM Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2024, closing a stake of 1,316 shares — an estimated $81K sold.

Benjamin F. Edwards & Company first reported a position in SPYM in Q4 2023 and held it in 2 quarters. The position peaked at $81K in Q1 2024. 1,054 funds tracked by Wall St. Rank hold SPYM as of Q2 2024.

  • Benjamin F. Edwards & Company reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,316 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2024, an estimated $81K.
  • Benjamin F. Edwards & Company first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's State Street SPDR Portfolio S&P 500 ETF position peaked at $81K in Q1 2024.
  • 1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.