Running Point Capital Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Running Point Capital 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
2022 Q1	–	Sell	-2,885	Closed	-$161K	–	226
2021 Q4	$161K	Sell	2,885 -8,134	-74%	-$439K	0.1%	78
2021 Q3	$556K	Sell	11,019 -207	-2%	-$10.7K	0.25%	62
2021 Q2	$565K	Hold	11,226	–	–	0.26%	58
2021 Q1	$523K	Hold	11,226	–	–	0.29%	52
2020 Q4	$493K	Buy	+11,226	New	+$468K	0.29%	50

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Running Point Capital Advisors's SPYM Position: Q1 2022 in Review

Running Point Capital Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2022, closing a stake of 2,885 shares — an estimated $161K sold.

Running Point Capital Advisors first reported a position in SPYM in Q4 2020 and held it in 5 quarters. The position peaked at $565K in Q2 2021. 615 funds tracked by Wall St. Rank hold SPYM as of Q1 2022.

Running Point Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
Running Point Capital Advisors sold 2,885 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2022, an estimated $161K.
Running Point Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and held it in 5 quarters.
Running Point Capital Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $565K in Q2 2021.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2022.

Based on Running Point Capital Advisors's 13F filing for Q1 2022, filed 12 May 2022.