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

Cahill Financial 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
2024 Q2	–	Sell	-3,804	Closed	-$234K	–	268
2024 Q1	$234K	Buy	+3,804	New	+$223K	0.03%	243
2023 Q1	–	Sell	-6,011	Closed	-$270K	–	240
2022 Q4	$270K	Sell	6,011 -600	-9%	-$27.1K	0.05%	196
2022 Q3	$278K	Sell	6,611 -4,146	-39%	-$194K	0.06%	186
2022 Q2	$477K	Sell	10,757 -8,536	-44%	-$411K	0.1%	156
2022 Q1	$1.02M	Sell	19,293 -7,468	-28%	-$391K	0.19%	109
2021 Q4	$1.49M	Sell	26,761 -1,408	-5%	-$76K	0.29%	81
2021 Q3	$1.42M	Sell	28,169 -4,686	-14%	-$243K	0.29%	75
2021 Q2	$1.65M	Buy	32,855 +9,834	+43%	+$483K	0.37%	58
2021 Q1	$1.07M	Buy	+23,021	New	+$1.04M	0.26%	89

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Cahill Financial Advisors's SPYM Position: Q2 2024 in Review

Cahill Financial Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2024, closing a stake of 3,804 shares — an estimated $234K sold.

Cahill Financial Advisors first reported a position in SPYM in Q1 2021 and held it in 9 quarters. The position peaked at $1.65M in Q2 2021. 1,054 funds tracked by Wall St. Rank hold SPYM as of Q2 2024.

Cahill Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
Cahill Financial Advisors sold 3,804 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2024, an estimated $234K.
Cahill Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and held it in 9 quarters.
Cahill Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.65M in Q2 2021.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2024.

Based on Cahill Financial Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.