Lincoln National Corp’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Lincoln National Corp’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 Q2	–	Sell	-505,564	Closed	-$31.1M	–	984
2024 Q1	$31.1M	Buy	505,564 +97,909	+24%	+$5.73M	0.49%	36
2023 Q4	$22.8M	Buy	407,655 +215,640	+112%	+$11.3M	0.4%	41
2023 Q3	$9.65M	Buy	192,015 +35,317	+23%	+$1.85M	0.19%	70
2023 Q2	$8.17M	Buy	156,698 +27,760	+22%	+$1.37M	0.16%	86
2023 Q1	$6.21M	Sell	128,938 -9,490	-7%	-$445K	0.13%	99
2022 Q4	$6.23M	Buy	138,428 +21,120	+18%	+$955K	0.14%	90
2022 Q3	$4.93M	Buy	117,308 +11,075	+10%	+$517K	0.12%	102
2022 Q2	$4.71M	Buy	106,233 +9,067	+9%	+$437K	0.11%	107
2022 Q1	$5.16M	Buy	97,166 +19,310	+25%	+$1.01M	0.11%	108
2021 Q4	$4.35M	Buy	77,856 +281	+0.4%	+$15.2K	0.09%	119
2021 Q3	$3.91M	Buy	77,575 +18,556	+31%	+$962K	0.09%	117
2021 Q2	$2.97M	Buy	59,019 +53,539	+977%	+$2.63M	0.06%	161
2021 Q1	$255K	Buy	+5,480	New	+$249K	0.01%	679

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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

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

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

OIA

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

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

Lincoln National Corp's SPYM Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2024, closing a stake of 505,564 shares — an estimated $31.1M sold.

Lincoln National Corp first reported a position in SPYM in Q1 2021 and held it in 13 quarters. The position peaked at $31.1M in Q1 2024. 1,054 funds tracked by Wall St. Rank hold SPYM as of Q2 2024.

Lincoln National Corp reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 505,564 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2024, an estimated $31.1M.
Lincoln National Corp first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and held it in 13 quarters.
Lincoln National Corp's State Street SPDR Portfolio S&P 500 ETF position peaked at $31.1M in Q1 2024.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.