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

ICA Group 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	$183K	Sell	2,855 -11,280	-80%	-$694K	0.11%	103
2024 Q1	$870K	Buy	14,135 +3,151	+29%	+$185K	0.17%	112
2023 Q4	$614K	Buy	+10,984	New	+$575K	0.14%	135
2023 Q3	–	Sell	-628	Closed	-$32.7K	–	1078
2023 Q2	$32.7K	Buy	628 +525	+510%	+$25.9K	0.01%	586
2023 Q1	$4.96K	Hold	103	–	–	﹤0.01%	956
2022 Q4	$4.63K	Buy	+103	New	+$4.66K	﹤0.01%	986

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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

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

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

ICA Group Wealth Management's SPYM Position: Q2 2024 in Review

ICA Group Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 80% in Q2 2024, selling an estimated $694K and leaving 2,855 shares worth $183K. The position accounts for 0.11% of the portfolio, ranked #103.

ICA Group Wealth Management first reported a position in SPYM in Q4 2022 and has held it in 6 quarters since. The position peaked at $870K in Q1 2024. 1,054 funds tracked by Wall St. Rank hold SPYM as of Q2 2024.

ICA Group Wealth Management held 2,855 shares of State Street SPDR Portfolio S&P 500 ETF worth $183K as of Q2 2024.
ICA Group Wealth Management sold 11,280 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2024, an estimated $694K.
State Street SPDR Portfolio S&P 500 ETF made up 0.11% of ICA Group Wealth Management's portfolio in Q2 2024, its #103 holding.
ICA Group Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $870K 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 ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.