DP
SPYM

Denver PWM’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Denver PWM’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
Q2 		– Sell
-421
Closed -$217K – 257
2024
Q1 		$217K Buy
+421
New +$24.7K 0.08% 85

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Denver PWM's SPYM Position: Q2 2024 in Review

Denver PWM sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2024, closing a stake of 421 shares — an estimated $217K sold.

Denver PWM first reported a position in SPYM in Q1 2024 and held it in 1 quarter. The position peaked at $217K in Q1 2024. 1,054 funds tracked by Wall St. Rank hold SPYM as of Q2 2024.

  • Denver PWM reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Denver PWM sold 421 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2024, an estimated $217K.
  • Denver PWM first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and held it in 1 quarter.
  • Denver PWM's State Street SPDR Portfolio S&P 500 ETF position peaked at $217K in Q1 2024.
  • 1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2024.

Based on Denver PWM's 13F filing for Q2 2024, filed 5 Aug 2024.