CSWM
SPYM

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

Cassady Schiller 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 		$224K Buy
3,242
+3,177
+4,888% +$220K 0.08% 114
2024
Q3 		$4.39K Hold
65
– – ﹤0.01% 355
2024
Q2 		$4.16K Hold
65
– – ﹤0.01% 357
2024
Q1 		$4K Hold
65
– – ﹤0.01% 386
2023
Q4 		$3.63K Buy
+65
New +$3.4K ﹤0.01% 372

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cassady Schiller Wealth Management's SPYM Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4,888% in Q4 2024, buying an estimated $220K and bringing the position to 3,242 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #114.

Cassady Schiller Wealth Management first reported a position in SPYM in Q4 2023 and has held it in 5 quarters since. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

  • Cassady Schiller Wealth Management held 3,242 shares of State Street SPDR Portfolio S&P 500 ETF worth $224K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 3,177 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $220K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #114 holding.
  • Cassady Schiller Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 5 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 Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.