Bickling Financial Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bickling Financial Services’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 Q4	$382K	Sell	8,491 -55	-0.6%	-$2.49K	0.24%	72
2022 Q3	$359K	Sell	8,546 -3	-0%	-$140	0.24%	78
2022 Q2	$379K	Buy	8,549 +20	+0.2%	+$964	0.24%	78
2022 Q1	$453K	Sell	8,529 -314	-4%	-$16.4K	0.23%	78
2021 Q4	$494K	Buy	8,843 +18	+0.2%	+$972	0.24%	76
2021 Q3	$445K	Buy	8,825 +3	+0%	+$156	0.23%	74
2021 Q2	$444K	Sell	8,822 -19,738	-69%	-$969K	0.2%	72
2021 Q1	$1.33M	Sell	28,560 -9,323	-25%	-$423K	0.67%	32
2020 Q4	$1.67M	Buy	+37,883	New	+$1.58M	1.03%	25

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

AWM

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

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

CCMG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

Bickling Financial Services's SPYM Position: Q4 2022 in Review

Bickling Financial Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.64% in Q4 2022, selling an estimated $2.49K and leaving 8,491 shares worth $382K. The position accounts for 0.24% of the portfolio, ranked #72.

Bickling Financial Services first reported a position in SPYM in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.67M in Q4 2020. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

Bickling Financial Services held 8,491 shares of State Street SPDR Portfolio S&P 500 ETF worth $382K as of Q4 2022.
Bickling Financial Services sold 55 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2022, an estimated $2.49K.
State Street SPDR Portfolio S&P 500 ETF made up 0.24% of Bickling Financial Services's portfolio in Q4 2022, its #72 holding.
Bickling Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.67M in Q4 2020.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.