Integrated Investment Consultants’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Integrated Investment Consultants’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 Q3	–	Sell	-5,640	Closed	-$347K	–	379
2024 Q2	$347K	Hold	5,640	–	–	0.1%	180
2024 Q1	$347K	Buy	+5,640	New	+$330K	0.1%	180
2023 Q3	–	Sell	-10,300	Closed	-$537K	–	265
2023 Q2	$537K	Hold	10,300	–	–	0.17%	96
2023 Q1	$496K	Hold	10,300	–	–	0.16%	104
2022 Q4	$463K	Hold	10,300	–	–	0.16%	99
2022 Q3	$432K	Buy	10,300 +725	+8%	+$33.9K	0.17%	89
2022 Q2	$425K	Buy	9,575 +375	+4%	+$18.1K	0.15%	98
2022 Q1	$489K	Hold	9,200	–	–	0.13%	127
2021 Q4	$514K	Hold	9,200	–	–	0.14%	130
2021 Q3	$464K	Hold	9,200	–	–	0.14%	131
2021 Q2	$463K	Hold	9,200	–	–	0.14%	134
2021 Q1	$429K	Buy	+9,200	New	+$417K	0.15%	129

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Integrated Investment Consultants's SPYM Position: Q3 2024 in Review

Integrated Investment Consultants sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2024, closing a stake of 5,640 shares — an estimated $347K sold.

Integrated Investment Consultants first reported a position in SPYM in Q1 2021 and held it in 12 quarters. The position peaked at $537K in Q2 2023. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

Integrated Investment Consultants reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
Integrated Investment Consultants sold 5,640 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $347K.
Integrated Investment Consultants first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and held it in 12 quarters.
Integrated Investment Consultants's State Street SPDR Portfolio S&P 500 ETF position peaked at $537K in Q2 2023.
1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on Integrated Investment Consultants's 13F filing for Q3 2024, filed 12 Nov 2024.