Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Heritage Wealth Management (Arizona)’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	$2.27M	Sell	35,410 -1,210	-3%	-$74.5K	1.26%	15
2024 Q1	$2.25M	Sell	36,620 -872	-2%	-$51.1K	1.15%	17
2023 Q4	$2.1M	Buy	+37,492	New	+$1.96M	1.14%	17
2022 Q4	$3.92M	Buy	87,149 +43,154	+98%	+$1.95M	0.56%	38
2022 Q3	$1.85M	Sell	43,995 -7,170	-14%	-$335K	0.59%	34
2022 Q2	$2.27M	Sell	51,165 -2,723	-5%	-$131K	0.76%	24
2022 Q1	$2.86M	Buy	+53,888	New	+$2.82M	0.77%	21
2021 Q3	$3.33M	Sell	65,889 -13,780	-17%	-$715K	1.18%	15
2021 Q2	$4.01M	Buy	+79,669	New	+$3.91M	1.52%	11

Other funds holding SPYM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SPYM Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.3% in Q2 2024, selling an estimated $74.5K and leaving 35,410 shares worth $2.27M. The position accounts for 1.26% of the portfolio, ranked #15.

Heritage Wealth Management (Arizona) first reported a position in SPYM in Q2 2021 and has held it in 9 quarters since. The position peaked at $4.01M in Q2 2021. 1,054 funds tracked by Wall St. Rank hold SPYM as of Q2 2024.

Heritage Wealth Management (Arizona) held 35,410 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.27M as of Q2 2024.
Heritage Wealth Management (Arizona) sold 1,210 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2024, an estimated $74.5K.
State Street SPDR Portfolio S&P 500 ETF made up 1.26% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #15 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $4.01M in Q2 2021.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.