Eagle Ridge Investment Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Eagle Ridge Investment 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
2024 Q4	$3.17M	Buy	45,961 +29,804	+184%	+$2.07M	0.28%	51
2024 Q3	$1.09M	Buy	+16,157	New	+$1.05M	0.1%	64
2024 Q1	–	Sell	-42,800	Closed	-$2.39M	–	152
2023 Q4	$2.39M	Buy	+42,800	New	+$2.24M	0.23%	58
2023 Q1	–	Sell	-32,875	Closed	-$1.48M	–	159
2022 Q4	$1.48M	Buy	+32,875	New	+$1.49M	0.17%	66

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Eagle Ridge Investment Management's SPYM Position: Q4 2024 in Review

Eagle Ridge Investment Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 184% in Q4 2024, buying an estimated $2.07M and bringing the position to 45,961 shares worth $3.17M. The position accounts for 0.28% of the portfolio, ranked #51.

Eagle Ridge Investment Management first reported a position in SPYM in Q4 2022 and has held it in 4 quarters since. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

Eagle Ridge Investment Management held 45,961 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.17M as of Q4 2024.
Eagle Ridge Investment Management bought 29,804 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $2.07M.
State Street SPDR Portfolio S&P 500 ETF made up 0.28% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #51 holding.
Eagle Ridge Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 4 quarters since.
1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.