Cetera Advisor Networks’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cetera Advisor Networks’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	$93.6M	Buy	1,521,777 +28,839	+2%	+$1.69M	0.46%	32
2023 Q4	$83.5M	Buy	1,492,938 +347,557	+30%	+$18.2M	0.46%	32
2023 Q3	$57.6M	Buy	1,145,381 +118,881	+12%	+$6.22M	0.36%	59
2023 Q2	$53.5M	Buy	1,026,500 +176,220	+21%	+$8.7M	0.37%	49
2023 Q1	$40.9M	Buy	850,280 +28,298	+3%	+$1.33M	0.3%	67
2022 Q4	$37M	Buy	821,982 +561,277	+215%	+$25.4M	0.3%	63
2022 Q3	$10.9M	Buy	260,705 +16,761	+7%	+$783K	0.14%	173
2022 Q2	$10.8M	Buy	243,944 +47,127	+24%	+$2.27M	0.14%	172
2022 Q1	$10.5M	Sell	196,817 -155,229	-44%	-$8.13M	0.13%	172
2021 Q4	$19.7M	Buy	352,046 +35,742	+11%	+$1.93M	0.24%	82
2021 Q3	$16M	Buy	316,304 +24,649	+8%	+$1.28M	0.22%	99
2021 Q2	$14.7M	Buy	291,655 +286,934	+6,078%	+$14.1M	0.21%	116
2021 Q1	$220K	Buy	+4,721	New	+$214K	﹤0.01%	1316
2020 Q3	–	Sell	-540	Closed	-$20K	–	2773
2020 Q2	$20K	Buy	+540	New	+$18.6K	﹤0.01%	2395

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

Cetera Advisor Networks's SPYM Position: Q1 2024 in Review

Cetera Advisor Networks increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.9% in Q1 2024, buying an estimated $1.69M and bringing the position to 1,521,777 shares worth $93.6M. The position accounts for 0.46% of the portfolio, ranked #32.

Cetera Advisor Networks first reported a position in SPYM in Q2 2020 and has held it in 14 quarters since. 974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

Cetera Advisor Networks held 1,521,777 shares of State Street SPDR Portfolio S&P 500 ETF worth $93.6M as of Q1 2024.
Cetera Advisor Networks bought 28,839 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2024, an estimated $1.69M.
State Street SPDR Portfolio S&P 500 ETF made up 0.46% of Cetera Advisor Networks's portfolio in Q1 2024, its #32 holding.
Cetera Advisor Networks first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 14 quarters since.
974 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.