Braun-Bostich & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Braun-Bostich & Associates’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 Q1	–	Sell	-25,257	Closed	-$1.41M	–	129
2023 Q4	$1.41M	Sell	25,257 -1,643	-6%	-$86.1K	1.28%	17
2023 Q3	$1.35M	Buy	+26,900	New	+$1.41M	2.52%	11
2020 Q4	–	Sell	-709	Closed	-$28K	–	186
2020 Q3	$28K	Hold	709	–	–	0.03%	186
2020 Q2	$26K	Hold	709	–	–	0.03%	153
2020 Q1	$20K	Hold	709	–	–	0.03%	163
2019 Q4	$27K	Buy	+709	New	+$25.6K	0.03%	168

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

ACM

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

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

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

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Braun-Bostich & Associates's SPYM Position: Q1 2024 in Review

Braun-Bostich & Associates sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2024, closing a stake of 25,257 shares — an estimated $1.41M sold.

Braun-Bostich & Associates first reported a position in SPYM in Q4 2019 and held it in 6 quarters. The position peaked at $1.41M in Q4 2023. 974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

Braun-Bostich & Associates reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
Braun-Bostich & Associates sold 25,257 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2024, an estimated $1.41M.
Braun-Bostich & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and held it in 6 quarters.
Braun-Bostich & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.41M in Q4 2023.
974 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2024.

Based on Braun-Bostich & Associates's 13F filing for Q1 2024, filed 29 Apr 2024.