Sargent Bickham Lagudis’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sargent Bickham Lagudis’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	$546K	Buy	12,146 +2,896	+31%	+$131K	0.04%	171
2022 Q3	$388K	Buy	9,250 +685	+8%	+$32K	0.03%	190
2022 Q2	$380K	Buy	8,565 +2,182	+34%	+$105K	0.03%	201
2022 Q1	$339K	Buy	6,383 +2,798	+78%	+$147K	0.03%	203
2021 Q4	$200K	Buy	3,585 +1,561	+77%	+$84.3K	0.02%	249
2021 Q3	$102K	Buy	2,024 +500	+33%	+$25.9K	0.01%	333
2021 Q2	$77K	Buy	1,524 +5	+0.3%	+$245	0.01%	377
2021 Q1	$71K	Buy	1,519 +506	+50%	+$22.9K	0.01%	379
2020 Q4	$45K	Buy	1,013 +4	+0.4%	+$167	﹤0.01%	448
2020 Q3	$40K	Buy	1,009 +4	+0.4%	+$156	﹤0.01%	419
2020 Q2	$36K	Buy	1,005 +705	+235%	+$24.2K	﹤0.01%	407
2020 Q1	$9K	Buy	+300	New	+$10.8K	﹤0.01%	574

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

Sargent Bickham Lagudis's SPYM Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 31% in Q4 2022, buying an estimated $131K and bringing the position to 12,146 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #171.

Sargent Bickham Lagudis first reported a position in SPYM in Q1 2020 and has held it in 12 quarters since. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

Sargent Bickham Lagudis held 12,146 shares of State Street SPDR Portfolio S&P 500 ETF worth $546K as of Q4 2022.
Sargent Bickham Lagudis bought 2,896 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2022, an estimated $131K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #171 holding.
Sargent Bickham Lagudis first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 12 quarters since.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.