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

McClarren Financial 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 Q1	–	Sell	-1,440	Closed	-$80K	–	419
2023 Q4	$80K	Buy	1,440 +6	+0.4%	+$314	0.06%	123
2023 Q3	$72K	Buy	1,434 +6	+0.4%	+$314	0.06%	124
2023 Q2	$74K	Buy	1,428 +6	+0.4%	+$296	0.06%	129
2023 Q1	$68K	Buy	1,422 +5	+0.4%	+$235	0.06%	123
2022 Q4	$63K	Buy	1,417 +7	+0.5%	+$316	0.06%	129
2022 Q3	$59K	Buy	+1,410	New	+$65.8K	0.06%	118
2022 Q2	–	Sell	-1,953	Closed	-$103K	–	232
2022 Q1	$103K	Buy	1,953 +5	+0.3%	+$262	0.07%	86
2021 Q4	$109K	Buy	1,948 +8	+0.4%	+$432	0.07%	94
2021 Q3	$97K	Buy	1,940 +6	+0.3%	+$311	0.08%	78
2021 Q2	$97K	Buy	1,934 +6	+0.3%	+$294	0.08%	78
2021 Q1	$90K	Buy	+1,928	New	+$87.4K	0.08%	85

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

McClarren Financial Advisors's SPYM Position: Q1 2024 in Review

McClarren Financial Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2024, closing a stake of 1,440 shares — an estimated $80K sold.

McClarren Financial Advisors first reported a position in SPYM in Q1 2021 and held it in 11 quarters. The position peaked at $109K in Q4 2021. 974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

McClarren Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
McClarren Financial Advisors sold 1,440 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2024, an estimated $80K.
McClarren Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and held it in 11 quarters.
McClarren Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $109K in Q4 2021.
974 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.