First Trust Direct Indexing’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-41,625	Closed	-$2.81M	–	783
2024 Q3	$2.81M	Buy	41,625 +2,371	+6%	+$154K	0.15%	127
2024 Q2	$2.51M	Buy	39,254 +2,597	+7%	+$160K	0.16%	119
2024 Q1	$2.26M	Buy	36,657 +3,982	+12%	+$233K	0.17%	126
2023 Q4	$1.83M	Buy	32,675 +7,736	+31%	+$405K	0.16%	135
2023 Q3	$1.25M	Buy	24,939 +377	+2%	+$19.7K	0.14%	163
2023 Q2	$1.28M	Buy	+24,562	New	+$1.21M	0.14%	160

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Trust Direct Indexing's SPYM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024, closing a stake of 41,625 shares — an estimated $2.81M sold.

First Trust Direct Indexing first reported a position in SPYM in Q2 2023 and held it in 6 quarters. The position peaked at $2.81M in Q3 2024. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

First Trust Direct Indexing reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 41,625 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $2.81M.
First Trust Direct Indexing first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and held it in 6 quarters.
First Trust Direct Indexing's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.81M in Q3 2024.
1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.