Main Line Retirement Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Main Line Retirement Advisors’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	–	Sell	-3,321	Closed	-$224K	–	43
2024 Q3	$224K	Buy	3,321 +11	+0.3%	+$715	0.15%	35
2024 Q2	$212K	Buy	3,310 +11	+0.3%	+$677	0.16%	33
2024 Q1	$203K	Sell	3,299 -1,850	-36%	-$108K	0.16%	36
2023 Q4	$288K	Buy	+5,149	New	+$270K	0.25%	28
2023 Q2	$291K	Buy	+5,587	New	+$276K	0.27%	23

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 $1.6B AUM 20.7% 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 $374B AUM 17.66% 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

Main Line Retirement Advisors's SPYM Position: Q4 2024 in Review

Main Line Retirement Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024, closing a stake of 3,321 shares — an estimated $224K sold.

Main Line Retirement Advisors first reported a position in SPYM in Q2 2023 and held it in 5 quarters. The position peaked at $291K in Q2 2023. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

Main Line Retirement Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
Main Line Retirement Advisors sold 3,321 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $224K.
Main Line Retirement Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and held it in 5 quarters.
Main Line Retirement Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $291K in Q2 2023.
1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Main Line Retirement Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.