Next Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Next Financial 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 Q4	$974K	Buy	17,443 +8,280	+90%	+$447K	0.06%	326
2021 Q3	$462K	Buy	9,163 +193	+2%	+$10K	0.04%	491
2021 Q2	$451K	Sell	8,970 -546	-6%	-$26.8K	0.04%	508
2021 Q1	$444K	Buy	9,516 +1,204	+14%	+$54.6K	0.04%	469
2020 Q4	$365K	Buy	8,312 +99	+1%	+$4.13K	0.04%	485
2020 Q3	$323K	Buy	+8,213	New	+$320K	0.03%	477
2020 Q2	–	Sell	-617	Closed	-$19K	–	1713
2020 Q1	$19K	Buy	+617	New	+$22.1K	﹤0.01%	1297
2019 Q4	–	Sell	-30,153	Closed	-$1.05M	–	2521
2019 Q3	$1.05M	Sell	30,153 -3,692	-11%	-$128K	0.11%	229
2019 Q2	$1.17M	Buy	+33,845	New	+$1.15M	0.13%	198

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

AWM

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCMG

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Next Financial Group's SPYM Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 90% in Q4 2021, buying an estimated $447K and bringing the position to 17,443 shares worth $974K. The position accounts for 0.06% of the portfolio, ranked #326.

Next Financial Group first reported a position in SPYM in Q2 2019 and has held it in 9 quarters since. The position peaked at $1.17M in Q2 2019. 593 funds tracked by Wall St. Rank hold SPYM as of Q4 2021.

Next Financial Group held 17,443 shares of State Street SPDR Portfolio S&P 500 ETF worth $974K as of Q4 2021.
Next Financial Group bought 8,280 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2021, an estimated $447K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Next Financial Group's portfolio in Q4 2021, its #326 holding.
Next Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 9 quarters since.
Next Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.17M in Q2 2019.
593 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.