Econ Financial Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Econ Financial Services’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	–	Sell	-9,732	Closed	-$657K	–	108
2024 Q3	$657K	Sell	9,732 -32,589	-77%	-$2.12M	0.37%	55
2024 Q2	$2.71M	Sell	42,321 -30,424	-42%	-$1.87M	1.68%	15
2024 Q1	$4.48M	Sell	72,745 -91,820	-56%	-$5.38M	2.78%	8
2023 Q4	$9.2M	Sell	164,565 -8,159	-5%	-$427K	6.47%	2
2023 Q3	$8.68M	Buy	172,724 +165,322	+2,233%	+$8.65M	6.33%	3
2023 Q2	$386K	Buy	+7,402	New	+$365K	0.27%	75

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 $1.88B AUM 29.07% 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

Econ Financial Services's SPYM Position: Q4 2024 in Review

Econ Financial Services sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024, closing a stake of 9,732 shares — an estimated $657K sold.

Econ Financial Services first reported a position in SPYM in Q2 2023 and held it in 6 quarters. The position peaked at $9.2M in Q4 2023. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

Econ Financial Services reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
Econ Financial Services sold 9,732 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $657K.
Econ Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and held it in 6 quarters.
Econ Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.2M in Q4 2023.
1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Econ Financial Services's 13F filing for Q4 2024, filed 27 Jan 2025.