New England Investment & Retirement Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

New England Investment & Retirement Group’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	$10.7M	Buy	212,130 +10,289	+5%	+$534K	2.47%	12
2021 Q2	$10.2M	Buy	201,841 +16,208	+9%	+$795K	2.21%	13
2021 Q1	$8.65M	Buy	185,633 +6,691	+4%	+$303K	2.09%	13
2020 Q4	$7.87M	Buy	178,942 +2,210	+1%	+$92.2K	1.83%	17
2020 Q3	$6.95M	Buy	176,732 +8,608	+5%	+$335K	1.75%	18
2020 Q2	$6.09M	Buy	168,124 +19,739	+13%	+$679K	1.53%	17
2020 Q1	$4.49M	Buy	148,385 +53,770	+57%	+$1.93M	1.91%	15
2019 Q4	$3.58M	Buy	94,615 +3,078	+3%	+$111K	1.23%	25
2019 Q3	$3.19M	Buy	+91,537	New	+$3.18M	1.33%	20
2019 Q1	–	Sell	-54,843	Closed	-$1.6M	–	62
2018 Q4	$1.6M	Buy	+54,843	New	+$1.73M	0.92%	19

Other funds holding SPYM

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

New England Investment & Retirement Group's SPYM Position: Q3 2021 in Review

New England Investment & Retirement Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.1% in Q3 2021, buying an estimated $534K and bringing the position to 212,130 shares worth $10.7M. The position accounts for 2.47% of the portfolio, ranked #12.

New England Investment & Retirement Group first reported a position in SPYM in Q4 2018 and has held it in 10 quarters since. 491 funds tracked by Wall St. Rank hold SPYM as of Q3 2021.

New England Investment & Retirement Group held 212,130 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.7M as of Q3 2021.
New England Investment & Retirement Group bought 10,289 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2021, an estimated $534K.
State Street SPDR Portfolio S&P 500 ETF made up 2.47% of New England Investment & Retirement Group's portfolio in Q3 2021, its #12 holding.
New England Investment & Retirement Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 10 quarters since.
491 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.