EK
SPYM

Evensky & Katz’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Evensky & Katz’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
Q3 		– Sell
-185
Closed -$12K – 85
2024
Q2 		$12K Sell
185
-256
-58% -$15.8K ﹤0.01% 82
2024
Q1 		$27K Buy
+441
New +$25.8K ﹤0.01% 82

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evensky & Katz's SPYM Position: Q3 2024 in Review

Evensky & Katz sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2024, closing a stake of 185 shares — an estimated $12K sold.

Evensky & Katz first reported a position in SPYM in Q1 2024 and held it in 2 quarters. The position peaked at $27K in Q1 2024. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

  • Evensky & Katz reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
  • Evensky & Katz sold 185 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $12K.
  • Evensky & Katz first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and held it in 2 quarters.
  • Evensky & Katz's State Street SPDR Portfolio S&P 500 ETF position peaked at $27K in Q1 2024.
  • 1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on Evensky & Katz's 13F filing for Q3 2024, filed 8 Oct 2024.