Kure Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kure Advisory’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 Q4	–	Sell	-7,941	Closed	-$399K	–	118
2023 Q3	$399K	Buy	+7,941	New	+$415K	0.23%	57

Other funds holding SPYM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

Kure Advisory's SPYM Position: Q4 2023 in Review

Kure Advisory sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2023, closing a stake of 7,941 shares — an estimated $399K sold.

Kure Advisory first reported a position in SPYM in Q3 2023 and held it in 1 quarter. The position peaked at $399K in Q3 2023. 923 funds tracked by Wall St. Rank hold SPYM as of Q4 2023.

Kure Advisory reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
Kure Advisory sold 7,941 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2023, an estimated $399K.
Kure Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and held it in 1 quarter.
Kure Advisory's State Street SPDR Portfolio S&P 500 ETF position peaked at $399K in Q3 2023.
923 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2023.

Based on Kure Advisory's 13F filing for Q4 2023, filed 12 Jan 2024.