HC Financial Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

HC Financial Advisors’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 Q2	$60K	Buy	1,348 +5	+0.4%	+$241	0.04%	120
2022 Q1	$71K	Sell	1,343 -71	-5%	-$3.72K	0.04%	116
2021 Q4	$79K	Buy	1,414 +1,180	+504%	+$63.7K	0.04%	117
2021 Q3	$12K	Buy	234 +5	+2%	+$259	0.01%	232
2021 Q2	$12K	Hold	229	–	–	0.01%	238
2021 Q1	$11K	Hold	229	–	–	0.01%	247
2020 Q4	$10K	Hold	229	–	–	0.01%	270
2020 Q3	$9K	Buy	229 +3	+1%	+$117	0.01%	273
2020 Q2	$8K	Buy	226 +77	+52%	+$2.65K	0.01%	258
2020 Q1	$5K	Buy	+149	New	+$5.35K	﹤0.01%	303

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

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

HC Financial Advisors's SPYM Position: Q2 2022 in Review

HC Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.37% in Q2 2022, buying an estimated $241 and bringing the position to 1,348 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #120.

HC Financial Advisors first reported a position in SPYM in Q1 2020 and has held it in 10 quarters since. The position peaked at $79K in Q4 2021. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

HC Financial Advisors held 1,348 shares of State Street SPDR Portfolio S&P 500 ETF worth $60K as of Q2 2022.
HC Financial Advisors bought 5 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $241.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of HC Financial Advisors's portfolio in Q2 2022, its #120 holding.
HC Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $79K in Q4 2021.
620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.