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

Intercontinental Wealth Advisors’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
2023 Q2	$2.3M	Sell	44,121 -248	-0.6%	-$12.2K	0.55%	32
2023 Q1	$2.14M	Sell	44,369 -1,496	-3%	-$70.2K	0.55%	30
2022 Q4	$2.06M	Sell	45,865 -5,462	-11%	-$247K	0.61%	27
2022 Q3	$2.15M	Buy	51,327 +8,157	+19%	+$381K	0.68%	23
2022 Q2	$1.91M	Buy	43,170 +11,056	+34%	+$533K	0.52%	28
2022 Q1	$1.71M	Buy	32,114 +12,625	+65%	+$661K	0.39%	44
2021 Q4	$1.09M	Buy	19,489 +681	+4%	+$36.8K	0.23%	93
2021 Q3	$949K	Sell	18,808 -214	-1%	-$11.1K	0.22%	94
2021 Q2	$957K	Buy	19,022 +2,234	+13%	+$110K	0.19%	98
2021 Q1	$782K	Buy	16,788 +620	+4%	+$28.1K	0.17%	107
2020 Q4	$711K	Buy	16,168 +6,571	+68%	+$274K	0.17%	110
2020 Q3	$378K	Buy	9,597 +4,022	+72%	+$157K	0.11%	141
2020 Q2	$202K	Buy	+5,575	New	+$192K	0.07%	174

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CCMG

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Intercontinental Wealth Advisors's SPYM Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.56% in Q2 2023, selling an estimated $12.2K and leaving 44,121 shares worth $2.3M. The position accounts for 0.55% of the portfolio, ranked #32.

Intercontinental Wealth Advisors first reported a position in SPYM in Q2 2020 and has held it in 13 quarters since. 762 funds tracked by Wall St. Rank hold SPYM as of Q2 2023.

Intercontinental Wealth Advisors held 44,121 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.3M as of Q2 2023.
Intercontinental Wealth Advisors sold 248 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2023, an estimated $12.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.55% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #32 holding.
Intercontinental Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 13 quarters since.
762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.