Strategic Wealth Investment Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Strategic Wealth Investment Group’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	–	Sell	-3,308	Closed	-$212K	–	141
2024 Q2	$212K	Buy	+3,308	New	+$204K	0.03%	131
2023 Q4	$248K	Sell	4,439 -1,133	-20%	-$59.4K	0.04%	115
2023 Q3	$280K	Sell	5,572 -8,042	-59%	-$421K	0.05%	88
2023 Q2	$709K	Buy	13,614 +4,778	+54%	+$236K	0.11%	78
2023 Q1	$425K	Buy	8,836 +1,368	+18%	+$64.2K	0.08%	91
2022 Q4	$344K	Sell	7,468 -1,332	-15%	-$60.2K	0.08%	87
2022 Q3	$370K	Sell	8,800 -6,673	-43%	-$312K	0.11%	76
2022 Q2	$686K	Buy	15,473 +7,119	+85%	+$343K	0.17%	86
2022 Q1	$444K	Buy	+8,354	New	+$437K	0.11%	66

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Strategic Wealth Investment Group's SPYM Position: Q3 2024 in Review

Strategic Wealth Investment Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2024, closing a stake of 3,308 shares — an estimated $212K sold.

Strategic Wealth Investment Group first reported a position in SPYM in Q1 2022 and held it in 9 quarters. The position peaked at $709K in Q2 2023. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

Strategic Wealth Investment Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
Strategic Wealth Investment Group sold 3,308 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $212K.
Strategic Wealth Investment Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and held it in 9 quarters.
Strategic Wealth Investment Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $709K in Q2 2023.
1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2024, filed 24 Oct 2024.