Second Half Financial Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Second Half Financial Partners’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
2023 Q3	–	Sell	-6,499	Closed	-$339K	–	122
2023 Q2	$339K	Buy	+6,499	New	+$321K	0.08%	122

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Second Half Financial Partners's SPYM Position: Q3 2023 in Review

Second Half Financial Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2023, closing a stake of 6,499 shares — an estimated $339K sold.

Second Half Financial Partners first reported a position in SPYM in Q2 2023 and held it in 1 quarter. The position peaked at $339K in Q2 2023. 782 funds tracked by Wall St. Rank hold SPYM as of Q3 2023.

Second Half Financial Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
Second Half Financial Partners sold 6,499 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2023, an estimated $339K.
Second Half Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and held it in 1 quarter.
Second Half Financial Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $339K in Q2 2023.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.