Clear Perspectives Financial Planning’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$32.5K	Sell	675 -800	-54%	-$37.5K	0.02%	87
2022 Q4	$66.3K	Hold	1,475	–	–	0.04%	67
2022 Q3	$62K	Hold	1,475	–	–	0.03%	75
2022 Q2	$65K	Sell	1,475 -63	-4%	-$3.04K	0.03%	77
2022 Q1	$82K	Sell	1,538 -215	-12%	-$11.3K	0.03%	76
2021 Q4	$98K	Hold	1,753	–	–	0.04%	79
2021 Q3	$88K	Buy	1,753 +1	+0.1%	+$52	0.04%	79
2021 Q2	$88K	Sell	1,752 -350	-17%	-$17.2K	0.04%	77
2021 Q1	$98K	Hold	2,102	–	–	0.06%	66
2020 Q4	$92K	Buy	+2,102	New	+$87.7K	0.06%	67

Other funds holding SPYM

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

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

SMM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Clear Perspectives Financial Planning's SPYM Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 54% in Q1 2023, selling an estimated $37.5K and leaving 675 shares worth $32.5K. The position accounts for 0.02% of the portfolio, ranked #87.

Clear Perspectives Financial Planning first reported a position in SPYM in Q4 2020 and has held it in 10 quarters since. The position peaked at $98K in Q4 2021. 696 funds tracked by Wall St. Rank hold SPYM as of Q1 2023.

Clear Perspectives Financial Planning held 675 shares of State Street SPDR Portfolio S&P 500 ETF worth $32.5K as of Q1 2023.
Clear Perspectives Financial Planning sold 800 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2023, an estimated $37.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #87 holding.
Clear Perspectives Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $98K in Q4 2021.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.