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

Brophy 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
2024 Q3	$1.55M	Buy	+22,893	New	+$1.49M	0.55%	39

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

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

ACM

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

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

Brophy Wealth Management's SPYM Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2024: 22,893 shares worth $1.55M. The stake represents 0.55% of the portfolio and ranks #39 among its holdings.

1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

Brophy Wealth Management held 22,893 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.55M as of Q3 2024.
State Street SPDR Portfolio S&P 500 ETF was a new Brophy Wealth Management position in Q3 2024.
State Street SPDR Portfolio S&P 500 ETF made up 0.55% of Brophy Wealth Management's portfolio in Q3 2024, its #39 holding.
1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.