SFA
SPYM

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

Source 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
2024
Q3 		$609K Sell
9,023
-600
-6% -$39K 0.18% 65
2024
Q2 		$616K Sell
9,623
-338
-3% -$20.8K 0.19% 60
2024
Q1 		$613K Sell
9,961
-6,577
-40% -$385K 0.19% 61
2023
Q4 		$925K Buy
+16,538
New +$866K 0.29% 53

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Source Financial Advisors's SPYM Position: Q3 2024 in Review

Source Financial Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.2% in Q3 2024, selling an estimated $39K and leaving 9,023 shares worth $609K. The position accounts for 0.18% of the portfolio, ranked #65.

Source Financial Advisors first reported a position in SPYM in Q4 2023 and has held it in 4 quarters since. The position peaked at $925K in Q4 2023. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

  • Source Financial Advisors held 9,023 shares of State Street SPDR Portfolio S&P 500 ETF worth $609K as of Q3 2024.
  • Source Financial Advisors sold 600 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $39K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Source Financial Advisors's portfolio in Q3 2024, its #65 holding.
  • Source Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 4 quarters since.
  • Source Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $925K in Q4 2023.
  • 1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.