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

Frontier 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
2022 Q2	$2.98M	Buy	67,132 +35,815	+114%	+$1.73M	0.22%	106
2022 Q1	$1.61M	Sell	31,317 -25,548	-45%	-$1.34M	0.02%	144
2021 Q4	$3.17M	Sell	56,865 -6,450	-10%	-$348K	0.21%	88
2021 Q3	$3.19M	Sell	63,315 -4,938	-7%	-$256K	0.22%	87
2021 Q2	$3.44M	Buy	68,253 +5,261	+8%	+$258K	0.24%	82
2021 Q1	$2.94M	Buy	62,992 +1,674	+3%	+$75.9K	0.23%	89
2020 Q4	$2.7M	Sell	61,318 -1,389	-2%	-$57.9K	0.22%	84
2020 Q3	$2.47M	Sell	62,707 -281	-0.4%	-$10.9K	0.23%	86
2020 Q2	$2.28M	Sell	62,988 -13,019	-17%	-$448K	0.21%	92
2020 Q1	$2.3M	Buy	76,007 +66,587	+707%	+$2.39M	0.38%	74
2019 Q4	$356K	Buy	+9,420	New	+$341K	0.06%	213
2018 Q4	–	Sell	-97,030	Closed	-$3.31M	–	402
2018 Q3	$3.31M	Buy	97,030 +20,147	+26%	+$674K	0.32%	52
2018 Q2	$2.45M	Buy	+76,883	New	+$2.44M	0.35%	68

Other funds holding SPYM

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

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

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Frontier Wealth Management's SPYM Position: Q2 2022 in Review

Frontier Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 114% in Q2 2022, buying an estimated $1.73M and bringing the position to 67,132 shares worth $2.98M. The position accounts for 0.22% of the portfolio, ranked #106.

Frontier Wealth Management first reported a position in SPYM in Q2 2018 and has held it in 13 quarters since. The position peaked at $3.44M in Q2 2021. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

Frontier Wealth Management held 67,132 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.98M as of Q2 2022.
Frontier Wealth Management bought 35,815 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $1.73M.
State Street SPDR Portfolio S&P 500 ETF made up 0.22% of Frontier Wealth Management's portfolio in Q2 2022, its #106 holding.
Frontier Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 13 quarters since.
Frontier Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.44M in Q2 2021.
620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.