KWA
SPYM

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

KCS Wealth 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
Q2 		– Sell
-6,824
Closed -$363K – 169
2022
Q1 		$363K Buy
+6,824
New +$357K 0.17% 118

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KCS Wealth Advisory's SPYM Position: Q2 2022 in Review

KCS Wealth Advisory sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2022, closing a stake of 6,824 shares — an estimated $363K sold.

KCS Wealth Advisory first reported a position in SPYM in Q1 2022 and held it in 1 quarter. The position peaked at $363K in Q1 2022. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

  • KCS Wealth Advisory reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
  • KCS Wealth Advisory sold 6,824 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $363K.
  • KCS Wealth Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and held it in 1 quarter.
  • KCS Wealth Advisory's State Street SPDR Portfolio S&P 500 ETF position peaked at $363K in Q1 2022.
  • 620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

Based on KCS Wealth Advisory's 13F filing for Q2 2022, filed 22 Jul 2022.