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

Straight Path 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
2022 Q4	–	Sell	-5,379	Closed	-$226K	–	78
2022 Q3	$226K	Sell	5,379 -311	-5%	-$14.5K	0.2%	63
2022 Q2	$252K	Buy	5,690 +277	+5%	+$13.3K	0.25%	59
2022 Q1	$288K	Sell	5,413 -9	-0.2%	-$471	0.24%	51
2021 Q4	$303K	Buy	+5,422	New	+$293K	0.26%	55

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

AWM

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

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

CCMG

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

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

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

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

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

Straight Path Wealth Management's SPYM Position: Q4 2022 in Review

Straight Path Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2022, closing a stake of 5,379 shares — an estimated $226K sold.

Straight Path Wealth Management first reported a position in SPYM in Q4 2021 and held it in 4 quarters. The position peaked at $303K in Q4 2021. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

Straight Path Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Straight Path Wealth Management sold 5,379 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2022, an estimated $226K.
Straight Path Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 4 quarters.
Straight Path Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $303K in Q4 2021.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on Straight Path Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.