Key Bridge Compliance’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Key Bridge Compliance’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	$13.3M	Buy	+265,093	New	+$13.9M	4.17%	4

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

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

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

AWM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Key Bridge Compliance's SPYM Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2023: 265,093 shares worth $13.3M. The stake represents 4.17% of the portfolio and ranks #4 among its holdings.

782 funds tracked by Wall St. Rank hold SPYM as of Q3 2023.

Key Bridge Compliance held 265,093 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.3M as of Q3 2023.
State Street SPDR Portfolio S&P 500 ETF was a new Key Bridge Compliance position in Q3 2023.
State Street SPDR Portfolio S&P 500 ETF made up 4.17% of Key Bridge Compliance's portfolio in Q3 2023, its #4 holding.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.