NIC
SPYM

Northwest Investment Counselors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Northwest Investment Counselors’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
Q4 		– Sell
-10,187
Closed -$512K – 475
2023
Q3 		$512K Buy
10,187
+138
+1% +$7.22K 0.14% 107
2023
Q2 		$524K Buy
+10,049
New +$496K 0.14% 107

Other funds holding SPYM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwest Investment Counselors's SPYM Position: Q4 2023 in Review

Northwest Investment Counselors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2023, closing a stake of 10,187 shares — an estimated $512K sold.

Northwest Investment Counselors first reported a position in SPYM in Q2 2023 and held it in 2 quarters. The position peaked at $524K in Q2 2023. 923 funds tracked by Wall St. Rank hold SPYM as of Q4 2023.

  • Northwest Investment Counselors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
  • Northwest Investment Counselors sold 10,187 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2023, an estimated $512K.
  • Northwest Investment Counselors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and held it in 2 quarters.
  • Northwest Investment Counselors's State Street SPDR Portfolio S&P 500 ETF position peaked at $524K in Q2 2023.
  • 923 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2023.

Based on Northwest Investment Counselors's 13F filing for Q4 2023, filed 19 Jan 2024.