MWM
SPYM

Mascoma Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Mascoma Wealth 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
2022
Q2 		– Sell
-44
Closed -$2K – 637
2022
Q1 		$2K Buy
44
+11
+33% +$576 ﹤0.01% 559
2021
Q4 		$2K Buy
33
+8
+32% +$432 ﹤0.01% 500
2021
Q3 		$1K Buy
+25
New +$1.3K ﹤0.01% 436
2021
Q2 		– Sell
-3
Closed – – 377
2021
Q1 		$0 Buy
+3
New +$136 ﹤0.01% 462

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mascoma Wealth Management's SPYM Position: Q2 2022 in Review

Mascoma Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2022, closing a stake of 44 shares — an estimated $2K sold.

Mascoma Wealth Management first reported a position in SPYM in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

  • Mascoma Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 44 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $2K.
  • Mascoma Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and held it in 4 quarters.
  • Mascoma Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2K in Q1 2022.
  • 620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

Based on Mascoma Wealth Management's 13F filing for Q2 2022, filed 14 Jul 2022.