FPCG
SPYM

Fort Pitt Capital Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Fort Pitt Capital Group’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
2023
Q1 		– Sell
-6,287
Closed -$283K – 140
2022
Q4 		$283K Buy
+6,287
New +$284K 0.01% 119
2020
Q1 		– Sell
-18,536
Closed -$701K – 189
2019
Q4 		$701K Sell
18,536
-1,652
-8% -$59.7K 0.04% 105
2019
Q3 		$704K Buy
+20,188
New +$702K 0.04% 94
2019
Q1 		– Sell
-15,233
Closed -$445K – 159
2018
Q4 		$445K Buy
+15,233
New +$480K 0.03% 106

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return