MWM
SPYM

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

MinichMacGregor 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
2023
Q1 		– Sell
-7
Closed -$325 – 566
2022
Q4 		$325 Buy
+7
New +$316 ﹤0.01% 688

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 $58.2B AUM 22.78% 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

MinichMacGregor Wealth Management's SPYM Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2023, closing a stake of 7 shares — an estimated $325 sold.

MinichMacGregor Wealth Management first reported a position in SPYM in Q4 2022 and held it in 1 quarter. The position peaked at $325 in Q4 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 7 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2023, an estimated $325.
  • MinichMacGregor Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $325 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 MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.