GIA
SPYM

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

Goodwin Investment Advisory’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
Q4 		– Sell
-1,235
Closed -$52K – 239
2022
Q3 		$52K Sell
1,235
-40
-3% -$1.87K 0.04% 82
2022
Q2 		$56.5K Buy
+1,275
New +$61.4K 0.04% 59

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goodwin Investment Advisory's SPYM Position: Q4 2022 in Review

Goodwin Investment Advisory sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2022, closing a stake of 1,235 shares — an estimated $52K sold.

Goodwin Investment Advisory first reported a position in SPYM in Q2 2022 and held it in 2 quarters. The position peaked at $56.5K in Q2 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

  • Goodwin Investment Advisory reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 1,235 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2022, an estimated $52K.
  • Goodwin Investment Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and held it in 2 quarters.
  • Goodwin Investment Advisory's State Street SPDR Portfolio S&P 500 ETF position peaked at $56.5K in Q2 2022.
  • 696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on Goodwin Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.