FP
SPYM

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

Financial Perspectives’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
2023
Q4 		– Sell
-43
Closed -$2.16K – 723
2023
Q3 		$2.16K Buy
+43
New +$2.25K ﹤0.01% 589

Other funds holding SPYM

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
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Perspectives's SPYM Position: Q4 2023 in Review

Financial Perspectives sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2023, closing a stake of 43 shares — an estimated $2.16K sold.

Financial Perspectives first reported a position in SPYM in Q3 2023 and held it in 1 quarter. The position peaked at $2.16K in Q3 2023. 923 funds tracked by Wall St. Rank hold SPYM as of Q4 2023.

  • Financial Perspectives reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Perspectives sold 43 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2023, an estimated $2.16K.
  • Financial Perspectives first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and held it in 1 quarter.
  • Financial Perspectives's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.16K in Q3 2023.
  • 923 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2023.

Based on Financial Perspectives's 13F filing for Q4 2023, filed 1 Feb 2024.