McDonald Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

McDonald Partners’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 Q4	–	Sell	-4,832	Closed	-$203K	–	230
2022 Q3	$203K	Sell	4,832 -382	-7%	-$17.8K	0.08%	206
2022 Q2	$231K	Sell	5,214 -100	-2%	-$4.82K	0.06%	264
2022 Q1	$282K	Buy	+5,314	New	+$278K	0.06%	264
2021 Q4	–	Sell	-6,252	Closed	-$315K	–	701
2021 Q3	$315K	Sell	6,252 -6,079	-49%	-$315K	0.07%	243
2021 Q2	$621K	Buy	12,331 +60	+0.5%	+$2.94K	0.15%	162
2021 Q1	$572K	Buy	12,271 +88	+0.7%	+$3.99K	0.15%	161
2020 Q4	$536K	Buy	+12,183	New	+$508K	0.15%	159

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

McDonald Partners's SPYM Position: Q4 2022 in Review

McDonald Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2022, closing a stake of 4,832 shares — an estimated $203K sold.

McDonald Partners first reported a position in SPYM in Q4 2020 and held it in 7 quarters. The position peaked at $621K in Q2 2021. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

McDonald Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
McDonald Partners sold 4,832 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2022, an estimated $203K.
McDonald Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and held it in 7 quarters.
McDonald Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $621K in Q2 2021.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on McDonald Partners's 13F filing for Q4 2022, filed 18 Jan 2023.