Personal Capital Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Personal Capital Advisors’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 Q4	$318K	Buy	+7,077	New	+$320K	﹤0.01%	371
2022 Q2	–	Sell	-6,988	Closed	-$371K	–	483
2022 Q1	$371K	Buy	6,988 +281	+4%	+$14.7K	﹤0.01%	347
2021 Q4	$327K	Buy	+6,707	New	+$362K	﹤0.01%	418

Other funds holding SPYM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Personal Capital Advisors's SPYM Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2022: 7,077 shares worth $318K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in SPYM as recently as Q1 2022.

Personal Capital Advisors first reported a position in SPYM in Q4 2021 and has held it in 3 quarters since. The position peaked at $371K in Q1 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

Personal Capital Advisors held 7,077 shares of State Street SPDR Portfolio S&P 500 ETF worth $318K as of Q4 2022.
State Street SPDR Portfolio S&P 500 ETF was a new Personal Capital Advisors position in Q4 2022.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #371 holding.
Personal Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 3 quarters since.
Personal Capital Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $371K in Q1 2022.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.