Parametric Portfolio Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Parametric Portfolio Associates’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
2022 Q1	–	Sell	-7,914	Closed	-$442K	–	3756
2021 Q4	$442K	Buy	7,914 +2,255	+40%	+$122K	﹤0.01%	3118
2021 Q3	$286K	Sell	5,659 -523	-8%	-$27.1K	﹤0.01%	3319
2021 Q2	$311K	Sell	6,182 -25	-0.4%	-$1.23K	﹤0.01%	3263
2021 Q1	$289K	Buy	6,207 +304	+5%	+$13.8K	﹤0.01%	3731
2020 Q4	$259K	Buy	5,903 +502	+9%	+$20.9K	﹤0.01%	3665
2020 Q3	$213K	Buy	+5,401	New	+$210K	﹤0.01%	3636

Other funds holding SPYM

Creative Planning

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

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Financial Engines Advisors

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

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

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