FinTrust Capital Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

FinTrust Capital Advisors’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	$43.2K	Buy	640 +562	+721%	+$36.5K	0.01%	615
2024 Q2	$4.99K	Hold	78	–	–	﹤0.01%	1051
2024 Q1	$4.8K	Hold	78	–	–	﹤0.01%	999
2023 Q4	$4.36K	Hold	78	–	–	﹤0.01%	987
2023 Q3	$3.92K	Hold	78	–	–	﹤0.01%	934
2023 Q2	$3.51K	Hold	78	–	–	﹤0.01%	931
2023 Q1	$3.51K	Hold	78	–	–	﹤0.01%	924
2022 Q4	$3.51K	Hold	78	–	–	﹤0.01%	922
2022 Q3	$3K	Buy	+78	New	+$3.64K	﹤0.01%	1099

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FinTrust Capital Advisors's SPYM Position: Q3 2024 in Review

FinTrust Capital Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 721% in Q3 2024, buying an estimated $36.5K and bringing the position to 640 shares worth $43.2K. The position accounts for 0.01% of the portfolio, ranked #615.

FinTrust Capital Advisors first reported a position in SPYM in Q3 2022 and has held it in 9 quarters since. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

FinTrust Capital Advisors held 640 shares of State Street SPDR Portfolio S&P 500 ETF worth $43.2K as of Q3 2024.
FinTrust Capital Advisors bought 562 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $36.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #615 holding.
FinTrust Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 9 quarters since.
1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.