Strategic Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Strategic Asset 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 Q3	$4.34M	Buy	103,474 +1,896	+2%	+$88.5K	7.52%	1
2022 Q2	$4.5M	Sell	101,578 -231	-0.2%	-$11.1K	7.22%	1
2022 Q1	$5.41M	Buy	101,809 +10,487	+11%	+$549K	7.67%	1
2021 Q4	$5.1M	Buy	91,322 +9,009	+11%	+$486K	7.11%	1
2021 Q3	$4.25M	Buy	+82,313	New	+$4.27M	5.97%	3

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 $21.3B AUM 22.13% 1-Year Est. Return

WAP

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

Strategic Asset Management's SPYM Position: Q3 2022 in Review

Strategic Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.9% in Q3 2022, buying an estimated $88.5K and bringing the position to 103,474 shares worth $4.34M. The position accounts for 7.52% of the portfolio, ranked #1.

Strategic Asset Management first reported a position in SPYM in Q3 2021 and has held it in 5 quarters since. The position peaked at $5.41M in Q1 2022. 629 funds tracked by Wall St. Rank hold SPYM as of Q3 2022.

Strategic Asset Management held 103,474 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.34M as of Q3 2022.
Strategic Asset Management bought 1,896 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2022, an estimated $88.5K.
State Street SPDR Portfolio S&P 500 ETF made up 7.52% of Strategic Asset Management's portfolio in Q3 2022, its #1 holding.
Strategic Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.41M in Q1 2022.
629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.