NewSquare Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

NewSquare Capital’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
2024 Q1	–	Sell	-39	Closed	-$2.28K	–	513
2023 Q4	$2.18K	Sell	39 -1,414	-97%	-$74.1K	﹤0.01%	381
2023 Q3	$73K	Buy	1,453 +39	+3%	+$2.04K	0.01%	183
2023 Q2	$73.7K	Hold	1,414	–	–	0.01%	183
2023 Q1	$68.1K	Buy	+1,414	New	+$66.3K	0.01%	181
2022 Q4	–	Sell	-1,414	Closed	-$59K	–	871
2022 Q3	$59K	Buy	+1,414	New	+$66K	0.01%	174

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

NewSquare Capital's SPYM Position: Q1 2024 in Review

NewSquare Capital sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2024, closing a stake of 39 shares — an estimated $2.28K sold.

NewSquare Capital first reported a position in SPYM in Q3 2022 and held it in 5 quarters. The position peaked at $73.7K in Q2 2023. 974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

NewSquare Capital reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
NewSquare Capital sold 39 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2024, an estimated $2.28K.
NewSquare Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and held it in 5 quarters.
NewSquare Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $73.7K in Q2 2023.
974 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2024.

Based on NewSquare Capital's 13F filing for Q1 2024, filed 8 May 2024.