GWM
SPYM

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

Grand 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
2024
Q2 		– Sell
-1,720
Closed -$106K – 67
2024
Q1 		$106K Hold
1,720
– – 0.05% 50
2023
Q4 		$96.1K Hold
1,720
– – 0.05% 51
2023
Q3 		$86.4K Hold
1,720
– – 0.05% 48
2023
Q2 		$89.6K Buy
+1,720
New +$84.9K 0.05% 45

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

Grand Wealth Management's SPYM Position: Q2 2024 in Review

Grand Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2024, closing a stake of 1,720 shares — an estimated $106K sold.

Grand Wealth Management first reported a position in SPYM in Q2 2023 and held it in 4 quarters. The position peaked at $106K in Q1 2024. 1,054 funds tracked by Wall St. Rank hold SPYM as of Q2 2024.

  • Grand Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Grand Wealth Management sold 1,720 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2024, an estimated $106K.
  • Grand Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and held it in 4 quarters.
  • Grand Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $106K in Q1 2024.
  • 1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2024.

Based on Grand Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.