PAI
SPYM

Pittenger & Anderson Inc’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Pittenger & Anderson Inc’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
2023
Q4 		– Sell
-102
Closed -$5.13K – 451
2023
Q3 		$5.13K Hold
102
– – ﹤0.01% 372
2023
Q2 		$5.32K Hold
102
– – ﹤0.01% 392
2023
Q1 		$4.91K Hold
102
– – ﹤0.01% 386
2022
Q4 		$4.59K Buy
+102
New +$4.61K ﹤0.01% 381

Other funds holding SPYM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pittenger & Anderson Inc's SPYM Position: Q4 2023 in Review

Pittenger & Anderson Inc sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2023, closing a stake of 102 shares — an estimated $5.13K sold.

Pittenger & Anderson Inc first reported a position in SPYM in Q4 2022 and held it in 4 quarters. The position peaked at $5.32K in Q2 2023. 923 funds tracked by Wall St. Rank hold SPYM as of Q4 2023.

  • Pittenger & Anderson Inc reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 102 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2023, an estimated $5.13K.
  • Pittenger & Anderson Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and held it in 4 quarters.
  • Pittenger & Anderson Inc's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.32K in Q2 2023.
  • 923 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q4 2023, filed 2 Feb 2024.