Reilly Financial Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Reilly Financial 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
2021 Q4	$302K	Buy	+5,406	New	+$292K	0.02%	176

Other funds holding SPYM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Reilly Financial Advisors's SPYM Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2021: 5,406 shares worth $302K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings.

592 funds tracked by Wall St. Rank hold SPYM as of Q4 2021.

Reilly Financial Advisors held 5,406 shares of State Street SPDR Portfolio S&P 500 ETF worth $302K as of Q4 2021.
State Street SPDR Portfolio S&P 500 ETF was a new Reilly Financial Advisors position in Q4 2021.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Reilly Financial Advisors's portfolio in Q4 2021, its #176 holding.
592 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.