Hayden Royal’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Hayden Royal’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
2021 Q3	–	Sell	-118,958	Closed	-$5.99M	–	186
2021 Q2	$5.99M	Buy	118,958 +933	+0.8%	+$45.8K	3.3%	3
2021 Q1	$5.5M	Buy	+118,025	New	+$5.35M	3.15%	3
2020 Q4	–	Sell	-125,029	Closed	-$4.92M	–	546
2020 Q3	$4.92M	Buy	+125,029	New	+$4.87M	2.62%	4
2020 Q2	–	Sell	-123,999	Closed	-$3.75M	–	247
2020 Q1	$3.75M	Sell	123,999 -8,089	-6%	-$290K	2.21%	7
2019 Q4	$5.23M	Buy	+132,088	New	+$4.78M	2.65%	4

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AWM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Hayden Royal's SPYM Position: Q3 2021 in Review

Hayden Royal sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2021, closing a stake of 118,958 shares — an estimated $5.99M sold.

Hayden Royal first reported a position in SPYM in Q4 2019 and held it in 5 quarters. The position peaked at $5.99M in Q2 2021. 491 funds tracked by Wall St. Rank hold SPYM as of Q3 2021.

Hayden Royal reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 118,958 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2021, an estimated $5.99M.
Hayden Royal first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and held it in 5 quarters.
Hayden Royal's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.99M in Q2 2021.
491 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.