Buckingham Capital Management (Ohio)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Buckingham Capital Management (Ohio)’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	$2.99M	Sell	43,395 -4,632	-10%	-$321K	0.34%	53
2024 Q3	$3.24M	Buy	48,027 +469	+1%	+$30.5K	0.37%	51
2024 Q2	$3.04M	Sell	47,558 -5,620	-11%	-$346K	0.36%	50
2024 Q1	$3.27M	Sell	53,178 -4,457	-8%	-$261K	0.4%	53
2023 Q4	$3.22M	Buy	57,635 +5,013	+10%	+$263K	0.43%	54
2023 Q3	$2.64M	Buy	52,622 +5,917	+13%	+$310K	0.4%	55
2023 Q2	$2.43M	Buy	46,705 +3,490	+8%	+$172K	0.36%	57
2023 Q1	$2.08M	Buy	43,215 +2,858	+7%	+$134K	0.33%	60
2022 Q4	$1.82M	Buy	40,357 +34,974	+650%	+$1.58M	0.32%	59
2022 Q3	$226K	Buy	+5,383	New	+$251K	0.04%	104

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

Buckingham Capital Management (Ohio)'s SPYM Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.6% in Q4 2024, selling an estimated $321K and leaving 43,395 shares worth $2.99M. The position accounts for 0.34% of the portfolio, ranked #53.

Buckingham Capital Management (Ohio) first reported a position in SPYM in Q3 2022 and has held it in 10 quarters since. The position peaked at $3.27M in Q1 2024. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

Buckingham Capital Management (Ohio) held 43,395 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.99M as of Q4 2024.
Buckingham Capital Management (Ohio) sold 4,632 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $321K.
State Street SPDR Portfolio S&P 500 ETF made up 0.34% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #53 holding.
Buckingham Capital Management (Ohio) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 10 quarters since.
Buckingham Capital Management (Ohio)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $3.27M in Q1 2024.
1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.