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

Janiczek 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 Q1	–	Sell	-1,158	Closed	-$65K	–	1064
2021 Q4	$65K	Buy	1,158 +1,117	+2,724%	+$60.3K	0.02%	267
2021 Q3	$2K	Hold	41	–	–	﹤0.01%	826
2021 Q2	$2K	Buy	41 +1	+3%	+$49	﹤0.01%	785
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	750
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	688
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	524
2020 Q2	$1K	Hold	40	–	–	﹤0.01%	352
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	148
2019 Q4	$1K	Buy	40 +1	+3%	+$36	﹤0.01%	150
2019 Q3	$1K	Hold	39	–	–	﹤0.01%	152
2019 Q2	$1K	Hold	39	–	–	﹤0.01%	182
2019 Q1	$1K	Buy	+39	New	+$1.25K	﹤0.01%	157

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Janiczek Wealth Management's SPYM Position: Q1 2022 in Review

Janiczek Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2022, closing a stake of 1,158 shares — an estimated $65K sold.

Janiczek Wealth Management first reported a position in SPYM in Q1 2019 and held it in 12 quarters. The position peaked at $65K in Q4 2021. 615 funds tracked by Wall St. Rank hold SPYM as of Q1 2022.

Janiczek Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
Janiczek Wealth Management sold 1,158 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2022, an estimated $65K.
Janiczek Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and held it in 12 quarters.
Janiczek Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $65K in Q4 2021.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2022.

Based on Janiczek Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.