TC
SPYM

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

TAP Consulting’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 		$1.05M Buy
15,201
+2,833
+23% +$196K 0.21% 97
2024
Q3 		$835K Buy
12,368
+1,341
+12% +$87.2K 0.16% 110
2024
Q2 		$706K Buy
11,027
+1,640
+17% +$101K 0.15% 117
2024
Q1 		$578K Buy
9,387
+2,131
+29% +$125K 0.13% 117
2023
Q4 		$406K Buy
+7,256
New +$380K 0.1% 106

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TAP Consulting's SPYM Position: Q4 2024 in Review

TAP Consulting increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 23% in Q4 2024, buying an estimated $196K and bringing the position to 15,201 shares worth $1.05M. The position accounts for 0.21% of the portfolio, ranked #97.

TAP Consulting first reported a position in SPYM in Q4 2023 and has held it in 5 quarters since. 1,253 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

  • TAP Consulting held 15,201 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.05M as of Q4 2024.
  • TAP Consulting bought 2,833 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $196K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.21% of TAP Consulting's portfolio in Q4 2024, its #97 holding.
  • TAP Consulting first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,253 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.