IFWM
SPYM

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

Institute for 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
2022
Q3 		– Sell
-4,722
Closed -$209K – 514
2022
Q2 		$209K Sell
4,722
-542
-10% -$26.1K 0.04% 477
2022
Q1 		$280K Hold
5,264
– – 0.05% 442
2021
Q4 		$294K Sell
5,264
-1,009
-16% -$54.5K 0.05% 384
2021
Q3 		$317K Sell
6,273
-57
-0.9% -$2.96K 0.06% 362
2021
Q2 		$319K Sell
6,330
-46
-0.7% -$2.26K 0.06% 356
2021
Q1 		$297K Sell
6,376
-36
-0.6% -$1.63K 0.06% 361
2020
Q4 		$282K Sell
6,412
-3,120
-33% -$130K 0.06% 362
2020
Q3 		$375K Sell
9,532
-27,432
-74% -$1.07M 0.09% 278
2020
Q2 		$1.34M Buy
36,964
+13,196
+56% +$454K 0.33% 83
2020
Q1 		$719K Buy
23,768
+1,126
+5% +$40.4K 0.22% 126
2019
Q4 		$856K Buy
22,642
+1,214
+6% +$43.9K 0.19% 152
2019
Q3 		$747K Buy
21,428
+1,217
+6% +$42.3K 0.19% 157
2019
Q2 		$698K Buy
20,211
+2,370
+13% +$80.3K 0.15% 203
2019
Q1 		$593K Buy
17,841
+1,786
+11% +$57K 0.13% 214
2018
Q4 		$469K Sell
16,055
-330
-2% -$10.4K 0.19% 155
2018
Q3 		$561K Buy
16,385
+534
+3% +$17.9K 0.19% 149
2018
Q2 		$504K Buy
15,851
+865
+6% +$27.4K 0.16% 164
2018
Q1 		$465K Buy
+14,986
New +$479K 0.14% 204

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Institute for Wealth Management's SPYM Position: Q3 2022 in Review

Institute for Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2022, closing a stake of 4,722 shares — an estimated $209K sold.

Institute for Wealth Management first reported a position in SPYM in Q1 2018 and held it in 18 quarters. The position peaked at $1.34M in Q2 2020. 629 funds tracked by Wall St. Rank hold SPYM as of Q3 2022.

  • Institute for Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 4,722 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2022, an estimated $209K.
  • Institute for Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and held it in 18 quarters.
  • Institute for Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.34M in Q2 2020.
  • 629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.