GW & Wade’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

GW & Wade’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
2023 Q4	$240K	Hold	4,300	–	–	0.01%	370
2023 Q3	$216K	Hold	4,300	–	–	0.01%	372
2023 Q2	$224K	Hold	4,300	–	–	0.01%	356
2023 Q1	$207K	Buy	+4,300	New	+$202K	0.01%	357

Other funds holding SPYM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

GW & Wade's SPYM Position: Q4 2023 in Review

GW & Wade held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q4 2023 at 4,300 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #370.

GW & Wade first reported a position in SPYM in Q1 2023 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold SPYM as of Q4 2023.

GW & Wade held 4,300 shares of State Street SPDR Portfolio S&P 500 ETF worth $240K as of Q4 2023.
GW & Wade left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q4 2023.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of GW & Wade's portfolio in Q4 2023, its #370 holding.
GW & Wade first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 4 quarters since.
923 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.