Sculati Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sculati Wealth Management’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 Q3	–	Sell	-9,049	Closed	-$455K	–	122
2021 Q2	$455K	Sell	9,049 -71	-0.8%	-$3.48K	0.24%	87
2021 Q1	$425K	Sell	9,120 -1,764	-16%	-$80K	0.24%	91
2020 Q4	$478K	Sell	10,884 -895	-8%	-$37.3K	0.31%	72
2020 Q3	$464K	Hold	11,779	–	–	0.35%	66
2020 Q2	$427K	Sell	11,779 -141	-1%	-$4.85K	0.36%	65
2020 Q1	$361K	Buy	+11,920	New	+$428K	0.4%	60

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Sculati Wealth Management's SPYM Position: Q3 2021 in Review

Sculati Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2021, closing a stake of 9,049 shares — an estimated $455K sold.

Sculati Wealth Management first reported a position in SPYM in Q1 2020 and held it in 6 quarters. The position peaked at $478K in Q4 2020. 491 funds tracked by Wall St. Rank hold SPYM as of Q3 2021.

Sculati Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2021 after selling out during the quarter.
Sculati Wealth Management sold 9,049 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2021, an estimated $455K.
Sculati Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and held it in 6 quarters.
Sculati Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $478K in Q4 2020.
491 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2021.

Based on Sculati Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.