Cambridge Trust’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cambridge Trust’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 Q1	$5.97K	Hold	97	–	–	﹤0.01%	601
2023 Q4	$5.42K	Hold	97	–	–	﹤0.01%	622
2023 Q3	$4.88K	Hold	97	–	–	﹤0.01%	630
2023 Q2	$5.05K	Hold	97	–	–	﹤0.01%	640
2023 Q1	$4.67K	Sell	97 -88	-48%	-$4.13K	﹤0.01%	683
2022 Q4	$8K	Hold	185	–	–	﹤0.01%	664
2022 Q3	$8K	Buy	185 +97	+110%	+$4.53K	﹤0.01%	676
2022 Q2	$4K	Buy	+88	New	+$4.24K	﹤0.01%	770

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Cambridge Trust's SPYM Position: Q1 2024 in Review

Cambridge Trust held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2024 at 97 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Cambridge Trust first reported a position in SPYM in Q2 2022 and has held it in 8 quarters since. The position peaked at $8K in Q4 2022. 974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

Cambridge Trust held 97 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.97K as of Q1 2024.
Cambridge Trust left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2024.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #601 holding.
Cambridge Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 8 quarters since.
Cambridge Trust's State Street SPDR Portfolio S&P 500 ETF position peaked at $8K in Q4 2022.
974 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.