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SPYM

Carmichael Hill & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Carmichael Hill & Associates’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
Q3 		$408K Buy
6,050
+2,446
+68% +$159K 0.14% 116
2024
Q2 		$231K Buy
3,604
+159
+5% +$9.79K 0.09% 157
2024
Q1 		$212K Buy
3,445
+91
+3% +$5.33K 0.08% 169
2023
Q4 		$187K Sell
3,354
-1,137
-25% -$59.6K 0.08% 179
2023
Q3 		$226K Buy
+4,491
New +$235K 0.1% 153

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carmichael Hill & Associates's SPYM Position: Q3 2024 in Review

Carmichael Hill & Associates increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 68% in Q3 2024, buying an estimated $159K and bringing the position to 6,050 shares worth $408K. The position accounts for 0.14% of the portfolio, ranked #116.

Carmichael Hill & Associates first reported a position in SPYM in Q3 2023 and has held it in 5 quarters since. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

  • Carmichael Hill & Associates held 6,050 shares of State Street SPDR Portfolio S&P 500 ETF worth $408K as of Q3 2024.
  • Carmichael Hill & Associates bought 2,446 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $159K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.14% of Carmichael Hill & Associates's portfolio in Q3 2024, its #116 holding.
  • Carmichael Hill & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 5 quarters since.
  • 1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.