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

Echo Wealth 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 Q3	–	Sell	-11,378	Closed	-$520K	–	52
2022 Q2	$520K	Sell	11,378 -2,743	-19%	-$132K	0.7%	26
2022 Q1	$727K	Buy	14,121 +6	+0%	+$314	0.85%	23
2021 Q4	$773K	Buy	14,115 +1,660	+13%	+$89.6K	0.88%	24
2021 Q3	$641K	Sell	12,455 -517	-4%	-$26.8K	0.76%	27
2021 Q2	$657K	Sell	12,972 -518	-4%	-$25.4K	0.84%	26
2021 Q1	$629K	Sell	13,490 -6,397	-32%	-$290K	0.79%	27
2020 Q4	$874K	Buy	+19,887	New	+$829K	1.14%	22

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Echo Wealth Management's SPYM Position: Q3 2022 in Review

Echo Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2022, closing a stake of 11,378 shares — an estimated $520K sold.

Echo Wealth Management first reported a position in SPYM in Q4 2020 and held it in 7 quarters. The position peaked at $874K in Q4 2020. 629 funds tracked by Wall St. Rank hold SPYM as of Q3 2022.

Echo Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
Echo Wealth Management sold 11,378 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2022, an estimated $520K.
Echo Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and held it in 7 quarters.
Echo Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $874K in Q4 2020.
629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2022.

Based on Echo Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.