MPW
SPYM

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

MGO Private Wealth’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
2023
Q1 		– Sell
-214,563
Closed -$9.65M – 121
2022
Q4 		$9.65M Buy
214,563
+174,203
+432% +$7.87M 4.4% 5
2022
Q3 		$1.7M Buy
+40,360
New +$1.88M 0.81% 27

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MGO Private Wealth's SPYM Position: Q1 2023 in Review

MGO Private Wealth sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2023, closing a stake of 214,563 shares — an estimated $9.65M sold.

MGO Private Wealth first reported a position in SPYM in Q3 2022 and held it in 2 quarters. The position peaked at $9.65M in Q4 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q1 2023.

  • MGO Private Wealth reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 214,563 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2023, an estimated $9.65M.
  • MGO Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.65M in Q4 2022.
  • 696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.