M&R Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

M&R Capital Management’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 Q3	$463K	Buy	6,864 +3,832	+126%	+$249K	0.1%	86
2024 Q2	$194K	Buy	3,032 +949	+46%	+$58.4K	0.05%	131
2024 Q1	$128K	Buy	2,083 +299	+17%	+$17.5K	0.03%	160
2023 Q4	$99.7K	Buy	1,784 +801	+81%	+$42K	0.02%	197
2023 Q3	$49.4K	Sell	983 -170	-15%	-$8.89K	0.01%	238
2023 Q2	$60.1K	Hold	1,153	–	–	0.02%	227
2023 Q1	$55.5K	Buy	1,153 +340	+42%	+$16K	0.02%	228
2022 Q4	$36.6K	Buy	+813	New	+$36.7K	0.01%	251

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

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

ACM

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

M&R Capital Management's SPYM Position: Q3 2024 in Review

M&R Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 126% in Q3 2024, buying an estimated $249K and bringing the position to 6,864 shares worth $463K. The position accounts for 0.1% of the portfolio, ranked #86.

M&R Capital Management first reported a position in SPYM in Q4 2022 and has held it in 8 quarters since. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

M&R Capital Management held 6,864 shares of State Street SPDR Portfolio S&P 500 ETF worth $463K as of Q3 2024.
M&R Capital Management bought 3,832 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $249K.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of M&R Capital Management's portfolio in Q3 2024, its #86 holding.
M&R Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 8 quarters since.
1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.