FAG
SPYM

Fortitude Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-2,533
Closed -$135K – 1123
2022
Q1 		$135K Buy
2,533
+24
+1% +$1.26K 0.07% 290
2021
Q4 		$140K Buy
+2,509
New +$135K 0.07% 276

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fortitude Advisory Group's SPYM Position: Q2 2022 in Review

Fortitude Advisory Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2022, closing a stake of 2,533 shares — an estimated $135K sold.

Fortitude Advisory Group first reported a position in SPYM in Q4 2021 and held it in 2 quarters. The position peaked at $140K in Q4 2021. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

  • Fortitude Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,533 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $135K.
  • Fortitude Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $140K in Q4 2021.
  • 620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.