S
SPYM

Surevest’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Surevest’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 		$1K Hold
18
– – ﹤0.01% 488
2022
Q2 		$1K Buy
+18
New +$867 ﹤0.01% 532

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
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

Surevest's SPYM Position: Q3 2022 in Review

Surevest held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2022 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Surevest first reported a position in SPYM in Q2 2022 and has held it in 2 quarters since. 629 funds tracked by Wall St. Rank hold SPYM as of Q3 2022.

  • Surevest held 18 shares of State Street SPDR Portfolio S&P 500 ETF worth $1K as of Q3 2022.
  • Surevest left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2022.
  • State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #488 holding.
  • Surevest first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 2 quarters since.
  • 629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.