SWM
SPYM

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

Sugarloaf 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
2024
Q4 		$31.5M Buy
456,286
+7,094
+2% +$492K 5.95% 3
2024
Q3 		$30.3M Buy
449,192
+5,975
+1% +$389K 5.74% 5
2024
Q2 		$28.4M Buy
443,217
+5,912
+1% +$364K 5.75% 5
2024
Q1 		$26.9M Buy
437,305
+90,786
+26% +$5.32M 5.57% 5
2023
Q4 		$19.4M Sell
346,519
-8,859
-2% -$464K 4.67% 6
2023
Q3 		$17.9M Sell
355,378
-16,731
-4% -$875K 4.52% 6
2023
Q2 		$19.4M Buy
372,109
+4,375
+1% +$216K 4.54% 6
2023
Q1 		$17.7M Buy
367,734
+11,037
+3% +$518K 4.35% 6
2022
Q4 		$16M Buy
356,697
+60,218
+20% +$2.72M 4.03% 7
2022
Q3 		$12.5M Buy
296,479
+12,324
+4% +$575K 3.19% 7
2022
Q2 		$12.6M Buy
284,155
+273,673
+2,611% +$13.2M 3.16% 8
2022
Q1 		$593K Buy
10,482
+5,748
+121% +$301K 0.14% 66
2021
Q4 		$264K Buy
4,734
+2,680
+130% +$145K 0.06% 110
2021
Q3 		$104K Buy
+2,054
New +$107K 0.03% 189

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sugarloaf Wealth Management's SPYM Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.6% in Q4 2024, buying an estimated $492K and bringing the position to 456,286 shares worth $31.5M. The position accounts for 5.95% of the portfolio, ranked #3.

Sugarloaf Wealth Management first reported a position in SPYM in Q3 2021 and has held it in 14 quarters since. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

  • Sugarloaf Wealth Management held 456,286 shares of State Street SPDR Portfolio S&P 500 ETF worth $31.5M as of Q4 2024.
  • Sugarloaf Wealth Management bought 7,094 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $492K.
  • State Street SPDR Portfolio S&P 500 ETF made up 5.95% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #3 holding.
  • Sugarloaf Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 14 quarters since.
  • 1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.