Jefferies Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Jefferies Group’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	$1.04M	Buy	24,733 +19,979	+420%	+$933K	0.01%	804
2022 Q2	$211K	Buy	+4,754	New	+$229K	﹤0.01%	1266
2021 Q4	–	Sell	-17,823	Closed	-$899K	–	1967
2021 Q3	$899K	Sell	17,823 -6,729	-27%	-$349K	0.01%	1036
2021 Q2	$1.24M	Buy	+24,552	New	+$1.2M	0.01%	919

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WAP

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

Jefferies Group's SPYM Position: Q3 2022 in Review

Jefferies Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 420% in Q3 2022, buying an estimated $933K and bringing the position to 24,733 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #804.

Jefferies Group first reported a position in SPYM in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.24M in Q2 2021. 629 funds tracked by Wall St. Rank hold SPYM as of Q3 2022.

Jefferies Group held 24,733 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.04M as of Q3 2022.
Jefferies Group bought 19,979 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2022, an estimated $933K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #804 holding.
Jefferies Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 4 quarters since.
Jefferies Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.24M in Q2 2021.
629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.