Kowal Investment Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kowal Investment 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	-10,330	Closed	-$465K	–	169
2022 Q4	$465K	Sell	10,330 -64	-0.6%	-$2.89K	0.14%	84
2022 Q3	$436K	Buy	10,394 +1,933	+23%	+$90.3K	0.15%	75
2022 Q2	$375K	Buy	8,461 +868	+11%	+$41.8K	0.12%	85
2022 Q1	$403K	Buy	+7,593	New	+$398K	0.12%	78

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

Kowal Investment Group's SPYM Position: Q1 2023 in Review

Kowal Investment Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2023, closing a stake of 10,330 shares — an estimated $465K sold.

Kowal Investment Group first reported a position in SPYM in Q1 2022 and held it in 4 quarters. The position peaked at $465K in Q4 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q1 2023.

Kowal Investment Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Kowal Investment Group sold 10,330 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2023, an estimated $465K.
Kowal Investment Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and held it in 4 quarters.
Kowal Investment Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $465K 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 Kowal Investment Group's 13F filing for Q1 2023, filed 21 Apr 2023.