PPP
SPYM

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

Private Portfolio 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
2023
Q1 		– Sell
-224,659
Closed -$10.1M – 270
2022
Q4 		$10.1M Sell
224,659
-10,676
-5% -$483K 2.66% 6
2022
Q3 		$9.88M Buy
+235,335
New +$11M 2.81% 5

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Private Portfolio Partners's SPYM Position: Q1 2023 in Review

Private Portfolio Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2023, closing a stake of 224,659 shares — an estimated $10.1M sold.

Private Portfolio Partners first reported a position in SPYM in Q3 2022 and held it in 2 quarters. The position peaked at $10.1M in Q4 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q1 2023.

  • Private Portfolio Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • Private Portfolio Partners sold 224,659 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2023, an estimated $10.1M.
  • Private Portfolio Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and held it in 2 quarters.
  • Private Portfolio Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.1M in Q4 2022.
  • 696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2023.

Based on Private Portfolio Partners's 13F filing for Q1 2023, filed 12 May 2023.