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

Gemmer Asset 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	–	Sell	-40	Closed	-$2K	–	994
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	1159
2021 Q4	$2K	Hold	40	–	–	﹤0.01%	1194
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	1209
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	1427
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	1393
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	1343
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	1225
2020 Q2	$1K	Hold	40	–	–	﹤0.01%	1280
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	1207
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	1252
2019 Q3	$1K	Hold	40	–	–	﹤0.01%	1345
2019 Q2	$1K	Hold	40	–	–	﹤0.01%	1331
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	1360
2018 Q4	$1K	Hold	40	–	–	﹤0.01%	1317
2018 Q3	$1K	Hold	40	–	–	﹤0.01%	1362
2018 Q2	$1K	Buy	+40	New	+$1.27K	﹤0.01%	1369

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 $21.8B AUM 28.57% 1-Year Est. Return

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

Gemmer Asset Management's SPYM Position: Q2 2022 in Review

Gemmer Asset Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2022, closing a stake of 40 shares — an estimated $2K sold.

Gemmer Asset Management first reported a position in SPYM in Q2 2018 and held it in 16 quarters. The position peaked at $2K in Q1 2022. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

Gemmer Asset Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 40 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $2K.
Gemmer Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and held it in 16 quarters.
Gemmer Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2K in Q1 2022.
620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.