Morton Brown Family Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Morton Brown Family 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 Q2	–	Sell	-410	Closed	-$19.7K	–	278
2023 Q1	$19.7K	Buy	+410	New	+$19.2K	0.01%	104

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

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

CCMG

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morton Brown Family Wealth's SPYM Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2023, closing a stake of 410 shares — an estimated $19.7K sold.

Morton Brown Family Wealth first reported a position in SPYM in Q1 2023 and held it in 1 quarter. The position peaked at $19.7K in Q1 2023. 762 funds tracked by Wall St. Rank hold SPYM as of Q2 2023.

Morton Brown Family Wealth reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 410 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2023, an estimated $19.7K.
Morton Brown Family Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and held it in 1 quarter.
Morton Brown Family Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $19.7K in Q1 2023.
762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.