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

JP Morgan Private 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 Q3	$1.17M	Sell	23,199 -10,618	-31%	-$555K	﹤0.01%	921
2023 Q2	$1.76M	Sell	33,817 -6,106	-15%	-$301K	0.01%	609
2023 Q1	$1.92M	Buy	39,923 +20,827	+109%	+$977K	﹤0.01%	893
2022 Q4	$859K	Buy	19,096 +9,109	+91%	+$412K	﹤0.01%	1216
2022 Q3	$419K	Buy	+9,987	New	+$466K	﹤0.01%	1532
2022 Q1	–	Sell	-41,283	Closed	-$2.31M	–	2073
2021 Q4	$2.31M	Buy	+41,283	New	+$2.23M	0.01%	850

Other funds holding SPYM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's SPYM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 31% in Q3 2023, selling an estimated $555K and leaving 23,199 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #921.

JP Morgan Private Wealth Advisors first reported a position in SPYM in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.31M in Q4 2021. 782 funds tracked by Wall St. Rank hold SPYM as of Q3 2023.

JP Morgan Private Wealth Advisors held 23,199 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.17M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 10,618 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2023, an estimated $555K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #921 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.31M in Q4 2021.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.