One Advisory Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

One Advisory Partners’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 Q1	–	Sell	-4,568	Closed	-$201K	–	33
2020 Q4	$201K	Buy	+4,568	New	+$190K	0.14%	26
2020 Q3	–	Sell	-5,887	Closed	-$213K	–	28
2020 Q2	$213K	Buy	+5,887	New	+$202K	0.17%	24

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

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

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

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

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

One Advisory Partners's SPYM Position: Q1 2021 in Review

One Advisory Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2021, closing a stake of 4,568 shares — an estimated $201K sold.

One Advisory Partners first reported a position in SPYM in Q2 2020 and held it in 2 quarters. The position peaked at $213K in Q2 2020. 455 funds tracked by Wall St. Rank hold SPYM as of Q1 2021.

One Advisory Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2021 after selling out during the quarter.
One Advisory Partners sold 4,568 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2021, an estimated $201K.
One Advisory Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and held it in 2 quarters.
One Advisory Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $213K in Q2 2020.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2021.

Based on One Advisory Partners's 13F filing for Q1 2021, filed 19 Apr 2021.