RDIA
SPYM

RE Dickinson Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$64.3K Buy
+933
New +$64.7K 0.04% 83
2022
Q1 		– Sell
-42
Closed -$2K – 316
2021
Q4 		$2K Buy
+42
New +$2.27K ﹤0.01% 267

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RE Dickinson Investment Advisors's SPYM Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024: 933 shares worth $64.3K. The stake represents 0.04% of the portfolio and ranks #83 among its holdings. This is a return to the name: RE Dickinson Investment Advisors previously reported a position in SPYM as recently as Q4 2021.

RE Dickinson Investment Advisors first reported a position in SPYM in Q4 2021 and has held it in 2 quarters since. 1,253 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

  • RE Dickinson Investment Advisors held 933 shares of State Street SPDR Portfolio S&P 500 ETF worth $64.3K as of Q4 2024.
  • State Street SPDR Portfolio S&P 500 ETF was a new RE Dickinson Investment Advisors position in Q4 2024.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.04% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #83 holding.
  • RE Dickinson Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,253 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.