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

Connectus Wealth’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	$13.1M	Sell	213,697 -6,458	-3%	-$378K	0.36%	69
2023 Q4	$12.3M	Sell	220,155 -1,549	-0.7%	-$81.2K	0.25%	93
2023 Q3	$11.1M	Buy	221,704 +216,536	+4,190%	+$11.3M	0.25%	96
2023 Q2	$269K	Sell	5,168 -167	-3%	-$8.24K	0.01%	408
2023 Q1	$257K	Buy	5,335 +53	+1%	+$2.49K	0.01%	401
2022 Q4	$238K	Buy	5,282 +25	+0.5%	+$1.13K	0.01%	396
2022 Q3	$221K	Sell	5,257 -12	-0.2%	-$560	﹤0.01%	474
2022 Q2	$234K	Buy	5,269 +574	+12%	+$27.7K	0.01%	398
2022 Q1	$262K	Buy	+4,695	New	+$246K	0.01%	339

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Connectus Wealth's SPYM Position: Q1 2024 in Review

Connectus Wealth reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.9% in Q1 2024, selling an estimated $378K and leaving 213,697 shares worth $13.1M. The position accounts for 0.36% of the portfolio, ranked #69.

Connectus Wealth first reported a position in SPYM in Q1 2022 and has held it in 9 quarters since. 974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

Connectus Wealth held 213,697 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.1M as of Q1 2024.
Connectus Wealth sold 6,458 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2024, an estimated $378K.
State Street SPDR Portfolio S&P 500 ETF made up 0.36% of Connectus Wealth's portfolio in Q1 2024, its #69 holding.
Connectus Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 9 quarters since.
974 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.