KFS
SPYM

Kelly Financial Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-1,537
Closed -$98.4K – 656
2024
Q2 		$98.4K Sell
1,537
-141
-8% -$8.68K 0.04% 154
2024
Q1 		$103K Sell
1,678
-486
-22% -$28.5K 0.04% 147
2023
Q4 		$121K Sell
2,164
-198
-8% -$10.4K 0.05% 125
2023
Q3 		$119K Buy
2,362
+584
+33% +$30.5K 0.05% 113
2023
Q2 		$92.7K Buy
1,778
+681
+62% +$33.6K 0.04% 129
2023
Q1 		$52.8K Sell
1,097
-240
-18% -$11.3K 0.03% 178
2022
Q4 		$60.1K Buy
1,337
+941
+238% +$42.5K 0.03% 154
2022
Q3 		$16.6K Buy
396
+308
+350% +$14.4K 0.01% 273
2022
Q2 		$3.92K Buy
+88
New +$4.24K ﹤0.01% 431

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelly Financial Services's SPYM Position: Q3 2024 in Review

Kelly Financial Services sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2024, closing a stake of 1,537 shares — an estimated $98.4K sold.

Kelly Financial Services first reported a position in SPYM in Q2 2022 and held it in 9 quarters. The position peaked at $121K in Q4 2023. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

  • Kelly Financial Services reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 1,537 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $98.4K.
  • Kelly Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and held it in 9 quarters.
  • Kelly Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $121K in Q4 2023.
  • 1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.