Kings Point Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kings Point Capital Management’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 Q1	$236K	Sell	4,437 -4,000	-47%	-$209K	0.02%	186
2021 Q4	$471K	Buy	+8,437	New	+$456K	0.04%	150

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWM

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Kings Point Capital Management's SPYM Position: Q1 2022 in Review

Kings Point Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 47% in Q1 2022, selling an estimated $209K and leaving 4,437 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #186.

Kings Point Capital Management first reported a position in SPYM in Q4 2021 and has held it in 2 quarters since. The position peaked at $471K in Q4 2021. 615 funds tracked by Wall St. Rank hold SPYM as of Q1 2022.

Kings Point Capital Management held 4,437 shares of State Street SPDR Portfolio S&P 500 ETF worth $236K as of Q1 2022.
Kings Point Capital Management sold 4,000 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2022, an estimated $209K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #186 holding.
Kings Point Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 2 quarters since.
Kings Point Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $471K in Q4 2021.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.