CWM
SPYM

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

Collaborative 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
2022
Q3 		– Sell
-14,114
Closed -$626K – 187
2022
Q2 		$626K Buy
+14,114
New +$680K 0.41% 79
2021
Q4 		$976K Buy
+17,479
New +$944K 0.53% 55
2021
Q1 		$876K Buy
+16,497
New +$748K 0.51% 61

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Collaborative Wealth Management's SPYM Position: Q3 2022 in Review

Collaborative Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2022, closing a stake of 14,114 shares — an estimated $626K sold.

Collaborative Wealth Management first reported a position in SPYM in Q1 2021 and held it in 3 quarters. The position peaked at $976K in Q4 2021. 629 funds tracked by Wall St. Rank hold SPYM as of Q3 2022.

  • Collaborative Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
  • Collaborative Wealth Management sold 14,114 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2022, an estimated $626K.
  • Collaborative Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and held it in 3 quarters.
  • Collaborative Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $976K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2022.

Based on Collaborative Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.