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

Bison Wealth’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 Q4	$9.85M	Buy	142,938 +630	+0.4%	+$43.7K	2.17%	10
2024 Q3	$9.61M	Sell	142,308 -7,687	-5%	-$500K	1.53%	13
2024 Q2	$9.23M	Hold	149,995	–	–	1.5%	10
2024 Q1	$9.23M	Sell	149,995 -21,201	-12%	-$1.24M	1.5%	10
2023 Q4	$9.57M	Buy	171,196 +18,819	+12%	+$986K	1.69%	9
2023 Q3	$7.66M	Buy	152,377 +54,795	+56%	+$2.87M	1.49%	10
2023 Q2	$5.08M	Buy	+97,582	New	+$4.82M	0.94%	19
2022 Q3	–	Sell	-61	Closed	-$3K	–	344
2022 Q2	$3K	Hold	61	–	–	﹤0.01%	309
2022 Q1	$3K	Sell	61 -7	-10%	-$367	﹤0.01%	351
2021 Q4	$4K	Hold	68	–	–	﹤0.01%	338
2021 Q3	$3K	Sell	68 -6	-8%	-$311	﹤0.01%	458
2021 Q2	$4K	Hold	74	–	–	﹤0.01%	443
2021 Q1	$3K	Hold	74	–	–	﹤0.01%	452
2020 Q4	$3K	Buy	74 +10	+16%	+$417	﹤0.01%	397
2020 Q3	$3K	Buy	64 +3	+5%	+$117	﹤0.01%	350
2020 Q2	$2K	Hold	61	–	–	﹤0.01%	344
2020 Q1	$2K	Hold	61	–	–	﹤0.01%	323
2019 Q4	$2K	Buy	+61	New	+$2.21K	﹤0.01%	385

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

ACM

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

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

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

Bison Wealth's SPYM Position: Q4 2024 in Review

Bison Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.44% in Q4 2024, buying an estimated $43.7K and bringing the position to 142,938 shares worth $9.85M. The position accounts for 2.17% of the portfolio, ranked #10.

Bison Wealth first reported a position in SPYM in Q4 2019 and has held it in 18 quarters since. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

Bison Wealth held 142,938 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.85M as of Q4 2024.
Bison Wealth bought 630 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $43.7K.
State Street SPDR Portfolio S&P 500 ETF made up 2.17% of Bison Wealth's portfolio in Q4 2024, its #10 holding.
Bison Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 18 quarters since.
1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.