FTA
SPYM

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

Financial & Tax Architects’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
Q1 		– Sell
-3,631
Closed -$203K – 98
2023
Q4 		$203K Buy
+3,631
New +$190K 0.06% 88

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
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Financial & Tax Architects's SPYM Position: Q1 2024 in Review

Financial & Tax Architects sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2024, closing a stake of 3,631 shares — an estimated $203K sold.

Financial & Tax Architects first reported a position in SPYM in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

  • Financial & Tax Architects reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Financial & Tax Architects sold 3,631 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2024, an estimated $203K.
  • Financial & Tax Architects first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and held it in 1 quarter.
  • Financial & Tax Architects's State Street SPDR Portfolio S&P 500 ETF position peaked at $203K in Q4 2023.
  • 974 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2024.

Based on Financial & Tax Architects's 13F filing for Q1 2024, filed 8 May 2024.