Sterling Investment Advisors (Pennsylvania)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-122	Closed	-$5K	–	458
2022 Q2	$5K	Hold	122	–	–	﹤0.01%	458
2022 Q1	$6K	Buy	122 +1	+0.8%	+$52	﹤0.01%	483
2021 Q4	$7K	Hold	121	–	–	﹤0.01%	469
2021 Q3	$6K	Buy	121 +1	+0.8%	+$52	﹤0.01%	471
2021 Q2	$6K	Buy	+120	New	+$5.89K	﹤0.01%	452

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

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

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

Sterling Investment Advisors (Pennsylvania)'s SPYM Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2022, closing a stake of 122 shares — an estimated $5K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SPYM in Q2 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 629 funds tracked by Wall St. Rank hold SPYM as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 122 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2022, an estimated $5K.
Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and held it in 5 quarters.
Sterling Investment Advisors (Pennsylvania)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $7K in Q4 2021.
629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.