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

Insight Wealth Strategies’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 Q4	–	Sell	-48,581	Closed	-$2.45M	–	191
2021 Q3	$2.45M	Buy	48,581 +7,611	+19%	+$395K	0.34%	38
2021 Q2	$2.06M	Buy	40,970 +8,338	+26%	+$409K	0.29%	41
2021 Q1	$1.52M	Buy	32,632 +21,867	+203%	+$992K	0.2%	71
2020 Q4	$473K	Buy	+10,765	New	+$449K	0.08%	117

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

PAG

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

Insight Wealth Strategies's SPYM Position: Q4 2021 in Review

Insight Wealth Strategies sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2021, closing a stake of 48,581 shares — an estimated $2.45M sold.

Insight Wealth Strategies first reported a position in SPYM in Q4 2020 and held it in 4 quarters. The position peaked at $2.45M in Q3 2021. 593 funds tracked by Wall St. Rank hold SPYM as of Q4 2021.

Insight Wealth Strategies reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2021 after selling out during the quarter.
Insight Wealth Strategies sold 48,581 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2021, an estimated $2.45M.
Insight Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and held it in 4 quarters.
Insight Wealth Strategies's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.45M in Q3 2021.
593 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.