Integrity Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Integrity Advisory’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 Q4	$1.01M	Sell	22,448 -12,324	-35%	-$557K	0.92%	23
2022 Q3	$1.46M	Buy	34,772 +9,936	+40%	+$464K	1.36%	16
2022 Q2	$1.1M	Sell	24,836 -10,471	-30%	-$505K	1.08%	17
2022 Q1	$1.88M	Buy	+35,307	New	+$1.85M	1.84%	15

Other funds holding SPYM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCMG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

Integrity Advisory's SPYM Position: Q4 2022 in Review

Integrity Advisory reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 35% in Q4 2022, selling an estimated $557K and leaving 22,448 shares worth $1.01M. The position accounts for 0.92% of the portfolio, ranked #23.

Integrity Advisory first reported a position in SPYM in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.88M in Q1 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

Integrity Advisory held 22,448 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.01M as of Q4 2022.
Integrity Advisory sold 12,324 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2022, an estimated $557K.
State Street SPDR Portfolio S&P 500 ETF made up 0.92% of Integrity Advisory's portfolio in Q4 2022, its #23 holding.
Integrity Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 4 quarters since.
Integrity Advisory's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.88M in Q1 2022.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.