DCS
SPYM

Destiny Capital Securities’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Destiny Capital Securities’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 		$757K Buy
+15,063
New +$788K 0.61% 28

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Destiny Capital Securities's SPYM Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2023: 15,063 shares worth $757K. The stake represents 0.61% of the portfolio and ranks #28 among its holdings.

782 funds tracked by Wall St. Rank hold SPYM as of Q3 2023.

  • Destiny Capital Securities held 15,063 shares of State Street SPDR Portfolio S&P 500 ETF worth $757K as of Q3 2023.
  • State Street SPDR Portfolio S&P 500 ETF was a new Destiny Capital Securities position in Q3 2023.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.61% of Destiny Capital Securities's portfolio in Q3 2023, its #28 holding.
  • 782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.