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

Freedom Wealth Alliance’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 Q3	$5.31M	Sell	105,742 -9,232	-8%	-$483K	8.74%	3
2023 Q2	$6.08M	Buy	114,974 +72,605	+171%	+$3.58M	8.49%	3
2023 Q1	$2.04M	Sell	42,369 -2,300	-5%	-$108K	3.06%	8
2022 Q4	$2.01M	Buy	+44,669	New	+$2.02M	2.83%	8

Other funds holding SPYM

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

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Freedom Wealth Alliance's SPYM Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8% in Q3 2023, selling an estimated $483K and leaving 105,742 shares worth $5.31M. The position accounts for 8.74% of the portfolio, ranked #3.

Freedom Wealth Alliance first reported a position in SPYM in Q4 2022 and has held it in 4 quarters since. The position peaked at $6.08M in Q2 2023. 782 funds tracked by Wall St. Rank hold SPYM as of Q3 2023.

Freedom Wealth Alliance held 105,742 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.31M as of Q3 2023.
Freedom Wealth Alliance sold 9,232 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2023, an estimated $483K.
State Street SPDR Portfolio S&P 500 ETF made up 8.74% of Freedom Wealth Alliance's portfolio in Q3 2023, its #3 holding.
Freedom Wealth Alliance first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 4 quarters since.
Freedom Wealth Alliance's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.08M in Q2 2023.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.