Eaton Vance Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Eaton Vance 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
2022 Q2	–	Sell	-4,477	Closed	-$238K	–	1783
2022 Q1	$238K	Buy	4,477 +13	+0.3%	+$681	﹤0.01%	1692
2021 Q4	$249K	Buy	4,464 +14	+0.3%	+$756	﹤0.01%	1484
2021 Q3	$0	Buy	4,450 +950	+27%	+$49.3K	﹤0.01%	2610
2021 Q2	$176K	Buy	3,500 +1,857	+113%	+$91.1K	﹤0.01%	1670
2021 Q1	$77K	Buy	+1,643	New	+$74.5K	﹤0.01%	1668

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Eaton Vance Management's SPYM Position: Q2 2022 in Review

Eaton Vance Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2022, closing a stake of 4,477 shares — an estimated $238K sold.

Eaton Vance Management first reported a position in SPYM in Q1 2021 and held it in 5 quarters. The position peaked at $249K in Q4 2021. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

Eaton Vance Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
Eaton Vance Management sold 4,477 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $238K.
Eaton Vance Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and held it in 5 quarters.
Eaton Vance Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $249K in Q4 2021.
620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.