Kerntke Otto McGlone Wealth Management Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kerntke Otto McGlone Wealth Management 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
2023 Q1	–	Sell	-297	Closed	-$13K	–	113
2022 Q4	$13K	Buy	+297	New	+$13.4K	0.01%	93

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Kerntke Otto McGlone Wealth Management Group's SPYM Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2023, closing a stake of 297 shares — an estimated $13K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in SPYM in Q4 2022 and held it in 1 quarter. The position peaked at $13K in Q4 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q1 2023.

Kerntke Otto McGlone Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 297 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2023, an estimated $13K.
Kerntke Otto McGlone Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and held it in 1 quarter.
Kerntke Otto McGlone Wealth Management Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $13K in Q4 2022.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.