Stableford Capital II’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Stableford Capital II’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 Q2	–	Sell	-29,886	Closed	-$1.34M	–	135
2023 Q1	$1.34M	Buy	+29,886	New	+$1.4M	0.96%	18

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

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

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

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

Stableford Capital II's SPYM Position: Q2 2023 in Review

Stableford Capital II sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2023, closing a stake of 29,886 shares — an estimated $1.34M sold.

Stableford Capital II first reported a position in SPYM in Q1 2023 and held it in 1 quarter. The position peaked at $1.34M in Q1 2023. 762 funds tracked by Wall St. Rank hold SPYM as of Q2 2023.

Stableford Capital II reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
Stableford Capital II sold 29,886 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2023, an estimated $1.34M.
Stableford Capital II first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and held it in 1 quarter.
Stableford Capital II's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.34M in Q1 2023.
762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2023.

Based on Stableford Capital II's 13F filing for Q2 2023, filed 11 Aug 2023.