QCM Cayman’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

QCM Cayman’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	–	Sell	-9,641	Closed	-$405K	–	61
2022 Q3	$405K	Buy	9,641 +4,675	+94%	+$218K	5.92%	3
2022 Q2	$220K	Buy	+4,966	New	+$239K	3.81%	14
2021 Q3	–	Sell	-11,058	Closed	-$557K	–	167
2021 Q2	$557K	Sell	11,058 -2,295	-17%	-$113K	1.44%	16
2021 Q1	$622K	Sell	13,353 -24,743	-65%	-$1.12M	1.89%	14
2020 Q4	$1.68M	Buy	+38,096	New	+$1.59M	1.73%	3
2020 Q3	–	Sell	-24,708	Closed	-$896K	–	211
2020 Q2	$896K	Buy	+24,708	New	+$850K	2.05%	4

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

QCM Cayman's SPYM Position: Q4 2022 in Review

QCM Cayman sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2022, closing a stake of 9,641 shares — an estimated $405K sold.

QCM Cayman first reported a position in SPYM in Q2 2020 and held it in 6 quarters. The position peaked at $1.68M in Q4 2020. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

QCM Cayman reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
QCM Cayman sold 9,641 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2022, an estimated $405K.
QCM Cayman first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and held it in 6 quarters.
QCM Cayman's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.68M in Q4 2020.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on QCM Cayman's 13F filing for Q4 2022, filed 31 Jan 2023.