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

Campbell Wealth Management’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	$481K	Buy	6,981 +597	+9%	+$41.4K	0.04%	48
2024 Q3	$431K	Sell	6,384 -35	-0.5%	-$2.28K	0.04%	38
2024 Q2	$411K	Buy	6,419 +35	+0.5%	+$2.15K	0.13%	25
2024 Q1	$393K	Hold	6,384	–	–	0.04%	52
2023 Q4	$357K	Hold	6,384	–	–	0.04%	42
2023 Q3	$321K	Hold	6,384	–	–	0.04%	47
2023 Q2	$333K	Hold	6,384	–	–	0.04%	47
2023 Q1	$307K	Hold	6,384	–	–	0.04%	48
2022 Q4	$287K	Hold	6,384	–	–	0.04%	57
2022 Q3	$268K	Hold	6,384	–	–	0.04%	57
2022 Q2	$283K	Hold	6,384	–	–	0.04%	41
2022 Q1	$339K	Hold	6,384	–	–	0.04%	44
2021 Q4	$356K	Hold	6,384	–	–	0.04%	46
2021 Q3	$322K	Hold	6,384	–	–	0.04%	44
2021 Q2	$321K	Hold	6,384	–	–	0.04%	42
2021 Q1	$298K	Hold	6,384	–	–	0.04%	44
2020 Q4	$281K	Hold	6,384	–	–	0.04%	42
2020 Q3	$251K	Hold	6,384	–	–	0.04%	44
2020 Q2	$231K	Buy	+6,384	New	+$220K	0.04%	43
2020 Q1	–	Sell	-6,384	Closed	-$241K	–	64
2019 Q4	$241K	Buy	+6,384	New	+$231K	0.05%	59

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 $1.6B AUM 20.7% 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

Campbell Wealth Management's SPYM Position: Q4 2024 in Review

Campbell Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.4% in Q4 2024, buying an estimated $41.4K and bringing the position to 6,981 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #48.

Campbell Wealth Management first reported a position in SPYM in Q4 2019 and has held it in 20 quarters since. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

Campbell Wealth Management held 6,981 shares of State Street SPDR Portfolio S&P 500 ETF worth $481K as of Q4 2024.
Campbell Wealth Management bought 597 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $41.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Campbell Wealth Management's portfolio in Q4 2024, its #48 holding.
Campbell Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 20 quarters since.
1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.