EI
SPYM

Ellevest Inc’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Ellevest Inc’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
2021
Q4 		– Sell
-940
Closed -$47K – 1636
2021
Q3 		$47K Buy
+940
New +$48.8K ﹤0.01% 502

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ellevest Inc's SPYM Position: Q4 2021 in Review

Ellevest Inc sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2021, closing a stake of 940 shares — an estimated $47K sold.

Ellevest Inc first reported a position in SPYM in Q3 2021 and held it in 1 quarter. The position peaked at $47K in Q3 2021. 593 funds tracked by Wall St. Rank hold SPYM as of Q4 2021.

  • Ellevest Inc reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2021 after selling out during the quarter.
  • Ellevest Inc sold 940 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2021, an estimated $47K.
  • Ellevest Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and held it in 1 quarter.
  • Ellevest Inc's State Street SPDR Portfolio S&P 500 ETF position peaked at $47K in Q3 2021.
  • 593 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.