SF
SPYM

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

SWP Financial’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
Q2 		– Sell
-3,773
Closed -$232K – 52
2024
Q1 		$232K Sell
3,773
-1,398
-27% -$81.9K 0.16% 43
2023
Q4 		$289K Buy
+5,171
New +$271K 0.22% 35

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
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWP Financial's SPYM Position: Q2 2024 in Review

SWP Financial sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2024, closing a stake of 3,773 shares — an estimated $232K sold.

SWP Financial first reported a position in SPYM in Q4 2023 and held it in 2 quarters. The position peaked at $289K in Q4 2023. 1,054 funds tracked by Wall St. Rank hold SPYM as of Q2 2024.

  • SWP Financial reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
  • SWP Financial sold 3,773 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2024, an estimated $232K.
  • SWP Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and held it in 2 quarters.
  • SWP Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $289K in Q4 2023.
  • 1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2024.

Based on SWP Financial's 13F filing for Q2 2024, filed 15 Jul 2024.