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

Personal Wealth 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
2022 Q2	–	Sell	-373,125	Closed	-$19.8M	–	54
2022 Q1	$19.8M	Buy	373,125 +2,734	+0.7%	+$143K	8.65%	2
2021 Q4	$20.7M	Buy	370,391 +1,026	+0.3%	+$55.4K	8.54%	2
2021 Q3	$18.6M	Buy	369,365 +89,094	+32%	+$4.62M	7.86%	2
2021 Q2	$14.1M	Buy	280,271 +108,328	+63%	+$5.32M	5.69%	4
2021 Q1	$8.01M	Buy	+171,943	New	+$7.8M	3.62%	7

Other funds holding SPYM

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

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

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

SMM

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

AWM

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Personal Wealth Partners's SPYM Position: Q2 2022 in Review

Personal Wealth Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2022, closing a stake of 373,125 shares — an estimated $19.8M sold.

Personal Wealth Partners first reported a position in SPYM in Q1 2021 and held it in 5 quarters. The position peaked at $20.7M in Q4 2021. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

Personal Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 373,125 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $19.8M.
Personal Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and held it in 5 quarters.
Personal Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $20.7M in Q4 2021.
620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.