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

BerganKDV 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 Q2	$53	Sell	1 -1,394	-100%	-$68.8K	﹤0.01%	854
2023 Q1	$67.2K	Buy	+1,395	New	+$65.5K	0.01%	360
2020 Q4	–	Sell	-37	Closed	-$1K	–	1012
2020 Q3	$1K	Hold	37	–	–	﹤0.01%	864
2020 Q2	$1K	Hold	37	–	–	﹤0.01%	901
2020 Q1	$1K	Hold	37	–	–	﹤0.01%	878
2019 Q4	$1K	Buy	+37	New	+$1.34K	﹤0.01%	894

Other funds holding SPYM

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

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

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

AWM

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BerganKDV Wealth Management's SPYM Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 100% in Q2 2023, selling an estimated $68.8K and leaving 1 share worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #854.

BerganKDV Wealth Management first reported a position in SPYM in Q4 2019 and has held it in 6 quarters since. The position peaked at $67.2K in Q1 2023. 762 funds tracked by Wall St. Rank hold SPYM as of Q2 2023.

BerganKDV Wealth Management held 1 share of State Street SPDR Portfolio S&P 500 ETF worth $53 as of Q2 2023.
BerganKDV Wealth Management sold 1,394 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2023, an estimated $68.8K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #854 holding.
BerganKDV Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 6 quarters since.
BerganKDV Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $67.2K in Q1 2023.
762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.