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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WAP

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

Parametric Portfolio Associates's SPYM Position: Q1 2022 in Review

Parametric Portfolio Associates sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2022, closing a stake of 7,914 shares — an estimated $442K sold.

Parametric Portfolio Associates first reported a position in SPYM in Q3 2020 and held it in 6 quarters. The position peaked at $442K in Q4 2021. 614 funds tracked by Wall St. Rank hold SPYM as of Q1 2022.

Parametric Portfolio Associates reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
Parametric Portfolio Associates sold 7,914 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2022, an estimated $442K.
Parametric Portfolio Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and held it in 6 quarters.
Parametric Portfolio Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $442K in Q4 2021.
614 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.