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

Burt Wealth Advisors’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	–	Sell	-14,700	Closed	-$617K	–	108
2022 Q3	$617K	Buy	+14,700	New	+$686K	0.25%	33
2021 Q1	–	Sell	-3,200	Closed	-$141K	–	314
2020 Q4	$141K	Hold	3,200	–	–	0.05%	108
2020 Q3	$126K	Hold	3,200	–	–	0.05%	104
2020 Q2	$116K	Hold	3,200	–	–	0.05%	112
2020 Q1	$97K	Buy	+3,200	New	+$115K	0.04%	114

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

Burt Wealth Advisors's SPYM Position: Q4 2022 in Review

Burt Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2022, closing a stake of 14,700 shares — an estimated $617K sold.

Burt Wealth Advisors first reported a position in SPYM in Q1 2020 and held it in 5 quarters. The position peaked at $617K in Q3 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

Burt Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Burt Wealth Advisors sold 14,700 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2022, an estimated $617K.
Burt Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and held it in 5 quarters.
Burt Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $617K in Q3 2022.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on Burt Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.