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

Clear Perspective 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
2021 Q4	$56.5M	Buy	1,011,305 +173,246	+21%	+$9.36M	17.14%	1
2021 Q3	$42.3M	Sell	838,059 -6,041	-0.7%	-$313K	14.47%	1
2021 Q2	$42.5M	Buy	844,100 +66,944	+9%	+$3.29M	14.75%	1
2021 Q1	$36.2M	Sell	777,156 -15,051	-2%	-$683K	14.17%	1
2020 Q4	$34.8M	Sell	792,207 -137,514	-15%	-$5.73M	14.23%	1
2020 Q3	$2.16K	Buy	929,721 +192,349	+26%	+$7.49M	1.01%	20
2020 Q2	$26.7M	Buy	737,372 +97,176	+15%	+$3.34M	14.58%	1
2020 Q1	$19.4M	Buy	640,196 +253,482	+66%	+$9.09M	12.93%	1
2019 Q4	$14.6M	Sell	386,714 -263,919	-41%	-$9.54M	9.05%	2
2019 Q3	$22.6M	Buy	650,633 +337,635	+108%	+$11.7M	10.24%	2
2019 Q2	$10.8M	Buy	312,998 +131,228	+72%	+$4.45M	6.94%	2
2019 Q1	$6.04M	Buy	181,770 +142,108	+358%	+$4.54M	4.29%	3
2018 Q4	$1.16M	Buy	39,662 +26,719	+206%	+$843K	0.96%	23
2018 Q3	$441K	Buy	12,943 +12,582	+3,485%	+$421K	0.33%	89
2018 Q2	$12K	Buy	361 +197	+120%	+$6.25K	0.01%	354
2018 Q1	$5K	Buy	+164	New	+$5.25K	﹤0.01%	407

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Clear Perspective Advisors's SPYM Position: Q4 2021 in Review

Clear Perspective Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 21% in Q4 2021, buying an estimated $9.36M and bringing the position to 1,011,305 shares worth $56.5M. The position accounts for 17.14% of the portfolio, ranked #1.

Clear Perspective Advisors first reported a position in SPYM in Q1 2018 and has held it in 16 quarters since. 593 funds tracked by Wall St. Rank hold SPYM as of Q4 2021.

Clear Perspective Advisors held 1,011,305 shares of State Street SPDR Portfolio S&P 500 ETF worth $56.5M as of Q4 2021.
Clear Perspective Advisors bought 173,246 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2021, an estimated $9.36M.
State Street SPDR Portfolio S&P 500 ETF made up 17.14% of Clear Perspective Advisors's portfolio in Q4 2021, its #1 holding.
Clear Perspective Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 16 quarters since.
593 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.