FPOC
SPYM

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

Financial Planners of Cleveland’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
2022
Q2 		– Sell
-289,179
Closed -$15.4M – 43
2022
Q1 		$15.4M Sell
289,179
-138,376
-32% -$7.25M 6.46% 4
2021
Q4 		$23.3M Buy
+427,555
New +$23.1M 9.49% 3

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Planners of Cleveland's SPYM Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2022, closing a stake of 289,179 shares — an estimated $15.4M sold.

Financial Planners of Cleveland first reported a position in SPYM in Q4 2021 and held it in 2 quarters. The position peaked at $23.3M in Q4 2021. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 289,179 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $15.4M.
  • Financial Planners of Cleveland first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's State Street SPDR Portfolio S&P 500 ETF position peaked at $23.3M in Q4 2021.
  • 620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.