MPIM
SPYM

McGinn Penninger Investment Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

McGinn Penninger Investment 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
2021
Q3 		– Sell
-51,000
Closed -$2.57M – 41
2021
Q2 		$2.57M Sell
51,000
-17,355
-25% -$852K 1.84% 26
2021
Q1 		$3.19M Buy
+68,355
New +$3.1M 2.36% 21

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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

McGinn Penninger Investment Management's SPYM Position: Q3 2021 in Review

McGinn Penninger Investment Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2021, closing a stake of 51,000 shares — an estimated $2.57M sold.

McGinn Penninger Investment Management first reported a position in SPYM in Q1 2021 and held it in 2 quarters. The position peaked at $3.19M in Q1 2021. 491 funds tracked by Wall St. Rank hold SPYM as of Q3 2021.

  • McGinn Penninger Investment Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2021 after selling out during the quarter.
  • McGinn Penninger Investment Management sold 51,000 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2021, an estimated $2.57M.
  • McGinn Penninger Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and held it in 2 quarters.
  • McGinn Penninger Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.19M in Q1 2021.
  • 491 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2021.

Based on McGinn Penninger Investment Management's 13F filing for Q3 2021, filed 2 Nov 2021.