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

Financial Management Concepts’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	$937K	Buy	16,760 +1,594	+11%	+$86.1K	0.68%	19
2021 Q3	$765K	Buy	15,166 +569	+4%	+$29.5K	0.61%	18
2021 Q2	$755K	Buy	14,597 +1,169	+9%	+$57.4K	0.61%	18
2021 Q1	$630K	Buy	13,428 +456	+4%	+$20.7K	0.57%	19
2020 Q4	$570K	Buy	+12,972	New	+$541K	0.55%	16

Other funds holding SPYM

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

Financial Management Concepts's SPYM Position: Q4 2021 in Review

Financial Management Concepts increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q4 2021, buying an estimated $86.1K and bringing the position to 16,760 shares worth $937K. The position accounts for 0.68% of the portfolio, ranked #19.

Financial Management Concepts first reported a position in SPYM in Q4 2020 and has held it in 5 quarters since. 593 funds tracked by Wall St. Rank hold SPYM as of Q4 2021.

Financial Management Concepts held 16,760 shares of State Street SPDR Portfolio S&P 500 ETF worth $937K as of Q4 2021.
Financial Management Concepts bought 1,594 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2021, an estimated $86.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.68% of Financial Management Concepts's portfolio in Q4 2021, its #19 holding.
Financial Management Concepts first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 5 quarters since.
593 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.