Insight 2811 Inc’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Insight 2811 Inc’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	–	Sell	-6,361	Closed	-$338K	–	98
2022 Q1	$338K	Sell	6,361 -1,259	-17%	-$65.9K	0.2%	61
2021 Q4	$425K	Sell	7,620 -193	-2%	-$10.4K	0.24%	48
2021 Q3	$394K	Sell	7,813 -514	-6%	-$26.7K	0.23%	44
2021 Q2	$419K	Buy	8,327 +3,233	+63%	+$159K	0.24%	46
2021 Q1	$237K	Sell	5,094 -660	-11%	-$29.9K	0.14%	65
2020 Q4	$253K	Sell	5,754 -152	-3%	-$6.34K	0.15%	62
2020 Q3	$232K	Buy	+5,906	New	+$230K	0.14%	54
2020 Q1	–	Sell	-6,627	Closed	-$251K	–	85
2019 Q4	$251K	Buy	+6,627	New	+$240K	0.16%	78

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 $49B AUM 17.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Insight 2811 Inc's SPYM Position: Q2 2022 in Review

Insight 2811 Inc sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2022, closing a stake of 6,361 shares — an estimated $338K sold.

Insight 2811 Inc first reported a position in SPYM in Q4 2019 and held it in 8 quarters. The position peaked at $425K in Q4 2021. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

Insight 2811 Inc reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
Insight 2811 Inc sold 6,361 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $338K.
Insight 2811 Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and held it in 8 quarters.
Insight 2811 Inc's State Street SPDR Portfolio S&P 500 ETF position peaked at $425K 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 Insight 2811 Inc's 13F filing for Q2 2022, filed 9 Aug 2022.