GP
SPYM

Girard Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Girard Partners’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
2024
Q2 		$78.2M Buy
1,221,119
+27,095
+2% +$1.67M 7.4% 1
2024
Q1 		$73.5M Buy
1,194,024
+82,744
+7% +$4.85M 6.92% 1
2023
Q4 		$62.1M Sell
1,111,280
-11,230
-1% -$588K 6.3% 2
2023
Q3 		$56.4M Sell
1,122,510
-20,940
-2% -$1.1M 6.37% 2
2023
Q2 		$59.6M Buy
1,143,450
+3,049
+0.3% +$150K 6.29% 2
2023
Q1 		$54.9M Buy
1,140,401
+160,526
+16% +$7.53M 6.07% 2
2022
Q4 		$44.1M Sell
979,875
-47,498
-5% -$2.15M 4.99% 2
2022
Q3 		$43.1M Buy
1,027,373
+65,478
+7% +$3.06M 5.73% 2
2022
Q2 		$42.6M Buy
961,895
+139,227
+17% +$6.71M 5.44% 2
2022
Q1 		$43.7M Buy
822,668
+292,966
+55% +$15.3M 4.78% 2
2021
Q4 		$29.6M Buy
529,702
+34,008
+7% +$1.84M 3.21% 4
2021
Q3 		$25M Buy
495,694
+22,243
+5% +$1.15M 3.16% 4
2021
Q2 		$23.8M Buy
473,451
+58,840
+14% +$2.89M 3.06% 4
2021
Q1 		$19.3M Buy
414,611
+38,400
+10% +$1.74M 2.79% 4
2020
Q4 		$16.5M Buy
376,211
+23,718
+7% +$989K 2.55% 5
2020
Q3 		$13.9M Buy
352,493
+28,368
+9% +$1.1M 2.32% 6
2020
Q2 		$11.7M Sell
324,125
-4,050
-1% -$139K 2.12% 8
2020
Q1 		$9.93M Buy
328,175
+38,811
+13% +$1.39M 1.98% 10
2019
Q4 		$10.9M Buy
289,364
+19,345
+7% +$700K 1.81% 13
2019
Q3 		$9.41M Buy
270,019
+31,504
+13% +$1.1M 1.75% 12
2019
Q2 		$8.24M Buy
238,515
+31,489
+15% +$1.07M 1.45% 19
2019
Q1 		$6.88M Buy
207,026
+33,287
+19% +$1.06M 1.28% 23
2018
Q4 		$5.07M Buy
173,739
+26,886
+18% +$848K 1.07% 27
2018
Q3 		$5M Buy
146,853
+50,862
+53% +$1.7M 0.89% 30
2018
Q2 		$3.06M Buy
95,991
+60,427
+170% +$1.92M 0.58% 52
2018
Q1 		$1.1M Buy
+35,564
New +$1.14M 0.26% 92

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Girard Partners's SPYM Position: Q2 2024 in Review

Girard Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q2 2024, buying an estimated $1.67M and bringing the position to 1,221,119 shares worth $78.2M. The position accounts for 7.4% of the portfolio, ranked #1.

Girard Partners first reported a position in SPYM in Q1 2018 and has held it in 26 quarters since. 1,054 funds tracked by Wall St. Rank hold SPYM as of Q2 2024.

  • Girard Partners held 1,221,119 shares of State Street SPDR Portfolio S&P 500 ETF worth $78.2M as of Q2 2024.
  • Girard Partners bought 27,095 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2024, an estimated $1.67M.
  • State Street SPDR Portfolio S&P 500 ETF made up 7.4% of Girard Partners's portfolio in Q2 2024, its #1 holding.
  • Girard Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 26 quarters since.
  • 1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.