Colony Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Colony Group’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 Q3	$228K	Hold	4,527	–	–	﹤0.01%	705
2023 Q2	$236K	Hold	4,527	–	–	﹤0.01%	713
2023 Q1	$218K	Hold	4,527	–	–	﹤0.01%	732
2022 Q4	$204K	Buy	+4,527	New	+$205K	﹤0.01%	795
2022 Q3	–	Sell	-4,527	Closed	-$201K	–	825
2022 Q2	$201K	Hold	4,527	–	–	﹤0.01%	784
2022 Q1	$241K	Hold	4,527	–	–	﹤0.01%	770
2021 Q4	$253K	Hold	4,527	–	–	﹤0.01%	737
2021 Q3	$228K	Hold	4,527	–	–	﹤0.01%	766
2021 Q2	$228K	Hold	4,527	–	–	﹤0.01%	718
2021 Q1	$211K	Buy	+4,527	New	+$205K	﹤0.01%	719

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CCMG

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

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

Colony Group's SPYM Position: Q3 2023 in Review

Colony Group held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2023 at 4,527 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Colony Group first reported a position in SPYM in Q1 2021 and has held it in 10 quarters since. The position peaked at $253K in Q4 2021. 782 funds tracked by Wall St. Rank hold SPYM as of Q3 2023.

Colony Group held 4,527 shares of State Street SPDR Portfolio S&P 500 ETF worth $228K as of Q3 2023.
Colony Group left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2023.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Colony Group's portfolio in Q3 2023, its #705 holding.
Colony Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 10 quarters since.
Colony Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $253K in Q4 2021.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.