Burton Enright Welch’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Burton Enright Welch’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
2023 Q4	–	Sell	-5,980	Closed	-$301K	–	84
2023 Q3	$301K	Buy	5,980 +47	+0.8%	+$2.46K	0.09%	65
2023 Q2	$309K	Buy	+5,933	New	+$293K	0.1%	60

Other funds holding SPYM

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

Burton Enright Welch's SPYM Position: Q4 2023 in Review

Burton Enright Welch sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2023, closing a stake of 5,980 shares — an estimated $301K sold.

Burton Enright Welch first reported a position in SPYM in Q2 2023 and held it in 2 quarters. The position peaked at $309K in Q2 2023. 923 funds tracked by Wall St. Rank hold SPYM as of Q4 2023.

Burton Enright Welch reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
Burton Enright Welch sold 5,980 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2023, an estimated $301K.
Burton Enright Welch first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and held it in 2 quarters.
Burton Enright Welch's State Street SPDR Portfolio S&P 500 ETF position peaked at $309K in Q2 2023.
923 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2023.

Based on Burton Enright Welch's 13F filing for Q4 2023, filed 9 Mar 2026.