CA
SPYM

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

Cetera Advisors’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 		$13M Buy
211,575
+80,364
+61% +$4.71M 0.1% 185
2023
Q4 		$7.33M Buy
131,211
+7,138
+6% +$374K 0.1% 197
2023
Q3 		$6.24M Buy
124,073
+4,433
+4% +$232K 0.1% 213
2023
Q2 		$6.23M Buy
119,640
+51,892
+77% +$2.56M 0.1% 208
2023
Q1 		$3.26M Sell
67,748
-59,458
-47% -$2.79M 0.05% 323
2022
Q4 		$5.72M Buy
127,206
+100,570
+378% +$4.55M 0.1% 213
2022
Q3 		$1.12M Buy
26,636
+4,909
+23% +$229K 0.03% 493
2022
Q2 		$963K Sell
21,727
-22,896
-51% -$1.1M 0.02% 582
2022
Q1 		$2.37M Buy
44,623
+16,722
+60% +$876K 0.05% 369
2021
Q4 		$1.56M Sell
27,901
-1,200
-4% -$64.8K 0.03% 462
2021
Q3 		$1.47M Buy
29,101
+6,597
+29% +$342K 0.03% 487
2021
Q2 		$1.13M Buy
22,504
+2,476
+12% +$122K 0.03% 505
2021
Q1 		$934K Buy
20,028
+181
+0.9% +$8.21K 0.03% 511
2020
Q4 		$872K Buy
19,847
+5,990
+43% +$250K 0.03% 456
2020
Q3 		$545K Buy
13,857
+7,478
+117% +$291K 0.02% 527
2020
Q2 		$231K Buy
+6,379
New +$219K 0.01% 791
2019
Q2 		– Sell
-7,613
Closed -$253K – 1248
2019
Q1 		$253K Buy
+7,613
New +$243K 0.01% 694
2018
Q4 		– Sell
-6,217
Closed -$211K – 956
2018
Q3 		$211K Sell
6,217
-1,350
-18% -$45.1K 0.01% 864
2018
Q2 		$241K Sell
7,567
-48,923
-87% -$1.55M 0.01% 746
2018
Q1 		$1.75M Buy
56,490
+26,461
+88% +$846K 0.11% 201
2017
Q4 		$943K Buy
+30,029
New +$916K 0.06% 303

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
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
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 Advisors's SPYM Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 61% in Q1 2024, buying an estimated $4.71M and bringing the position to 211,575 shares worth $13M. The position accounts for 0.1% of the portfolio, ranked #185.

Cetera Advisors first reported a position in SPYM in Q4 2017 and has held it in 21 quarters since. 974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

  • Cetera Advisors held 211,575 shares of State Street SPDR Portfolio S&P 500 ETF worth $13M as of Q1 2024.
  • Cetera Advisors bought 80,364 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2024, an estimated $4.71M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Cetera Advisors's portfolio in Q1 2024, its #185 holding.
  • Cetera Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 21 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.