Kistler-Tiffany Companies’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kistler-Tiffany Companies’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 Q2	$7.09M	Buy	136,132 +461	+0.3%	+$22.8K	1.15%	15
2023 Q1	$6.53M	Sell	135,671 -12,909	-9%	-$606K	1.24%	14
2022 Q4	$6.68M	Sell	148,580 -34,111	-19%	-$1.54M	1.37%	13
2022 Q3	$7.67M	Buy	182,691 +3,023	+2%	+$141K	1.74%	10
2022 Q2	$7.97M	Sell	179,668 -4,391	-2%	-$212K	1.73%	10
2022 Q1	$9.78M	Buy	184,059 +6,919	+4%	+$362K	1.85%	10
2021 Q4	$9.89M	Buy	177,140 +2,336	+1%	+$126K	1.93%	10
2021 Q3	$8.82M	Buy	174,804 +4,444	+3%	+$231K	2%	10
2021 Q2	$8.57M	Buy	170,360 +5,053	+3%	+$248K	1.97%	10
2021 Q1	$7.71M	Buy	165,307 +5,256	+3%	+$238K	1.99%	11
2020 Q4	$7.04M	Sell	160,051 -10,438	-6%	-$435K	2.01%	9
2020 Q3	$6.71M	Buy	170,489 +14,408	+9%	+$561K	2.14%	8
2020 Q2	$5.66M	Buy	156,081 +49,623	+47%	+$1.71M	2.01%	9
2020 Q1	$4.03M	Hold	106,458	–	–	1.43%	12
2019 Q4	$4.03M	Buy	+106,458	New	+$3.85M	1.41%	12

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Kistler-Tiffany Companies's SPYM Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.34% in Q2 2023, buying an estimated $22.8K and bringing the position to 136,132 shares worth $7.09M. The position accounts for 1.15% of the portfolio, ranked #15.

Kistler-Tiffany Companies first reported a position in SPYM in Q4 2019 and has held it in 15 quarters since. The position peaked at $9.89M in Q4 2021. 762 funds tracked by Wall St. Rank hold SPYM as of Q2 2023.

Kistler-Tiffany Companies held 136,132 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.09M as of Q2 2023.
Kistler-Tiffany Companies bought 461 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2023, an estimated $22.8K.
State Street SPDR Portfolio S&P 500 ETF made up 1.15% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #15 holding.
Kistler-Tiffany Companies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 15 quarters since.
Kistler-Tiffany Companies's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.89M in Q4 2021.
762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.