FWM
SPYM

Focused Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Focused Wealth Management’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
-496
Closed -$27.7K – 860
2023
Q4 		$27.7K Buy
496
+158
+47% +$8.28K ﹤0.01% 390
2023
Q3 		$17K Buy
338
+79
+31% +$4.13K ﹤0.01% 455
2023
Q2 		$13.5K Buy
259
+80
+45% +$3.95K ﹤0.01% 495
2023
Q1 		$8.62K Buy
+179
New +$8.4K ﹤0.01% 564

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

Focused Wealth Management's SPYM Position: Q1 2024 in Review

Focused Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2024, closing a stake of 496 shares — an estimated $27.7K sold.

Focused Wealth Management first reported a position in SPYM in Q1 2023 and held it in 4 quarters. The position peaked at $27.7K in Q4 2023. 974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

  • Focused Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 496 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2024, an estimated $27.7K.
  • Focused Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and held it in 4 quarters.
  • Focused Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $27.7K 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 Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.