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

OmniStar 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
2024 Q2	–	Sell	-5,134	Closed	-$316K	–	122
2024 Q1	$316K	Sell	5,134 -78,710	-94%	-$4.61M	0.29%	103
2023 Q4	$4.69M	Sell	83,844 -2,860	-3%	-$150K	5.88%	2
2023 Q3	$4.36M	Buy	86,704 +1,366	+2%	+$71.5K	5.18%	3
2023 Q2	$4.45M	Sell	85,338 -5,159	-6%	-$255K	5.23%	3
2023 Q1	$4.36M	Buy	+90,497	New	+$4.25M	5.53%	1
2022 Q1	–	Sell	-14,148	Closed	-$789K	–	120
2021 Q4	$789K	Buy	+14,148	New	+$764K	0.81%	53

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

OmniStar Financial Group's SPYM Position: Q2 2024 in Review

OmniStar Financial Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2024, closing a stake of 5,134 shares — an estimated $316K sold.

OmniStar Financial Group first reported a position in SPYM in Q4 2021 and held it in 6 quarters. The position peaked at $4.69M in Q4 2023. 1,054 funds tracked by Wall St. Rank hold SPYM as of Q2 2024.

OmniStar Financial Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
OmniStar Financial Group sold 5,134 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2024, an estimated $316K.
OmniStar Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 6 quarters.
OmniStar Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.69M in Q4 2023.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2024.

Based on OmniStar Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.