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

Lake Street Advisors 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
2024 Q4	$1.27M	Buy	18,435 +63	+0.3%	+$4.37K	0.06%	194
2024 Q3	$1.24M	Buy	18,372 +59	+0.3%	+$3.84K	0.06%	184
2024 Q2	$1.17M	Buy	18,313 +5,660	+45%	+$348K	0.06%	192
2024 Q1	$779K	Hold	12,653	–	–	0.04%	265
2023 Q4	$707K	Sell	12,653 -1,188	-9%	-$62.2K	0.04%	274
2023 Q3	$696K	Buy	13,841 +173	+1%	+$9.05K	0.04%	185
2023 Q2	$712K	Buy	+13,668	New	+$675K	0.04%	189

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

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

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

Lake Street Advisors Group's SPYM Position: Q4 2024 in Review

Lake Street Advisors Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.34% in Q4 2024, buying an estimated $4.37K and bringing the position to 18,435 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #194.

Lake Street Advisors Group first reported a position in SPYM in Q2 2023 and has held it in 7 quarters since. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

Lake Street Advisors Group held 18,435 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.27M as of Q4 2024.
Lake Street Advisors Group bought 63 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $4.37K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Lake Street Advisors Group's portfolio in Q4 2024, its #194 holding.
Lake Street Advisors Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 7 quarters since.
1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.