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

TCI Wealth Advisors’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 Q4	–	Sell	-5,001	Closed	-$210K	–	2642
2022 Q3	$210K	Buy	5,001 +4,939	+7,966%	+$231K	0.03%	155
2022 Q2	$3K	Buy	+62	New	+$2.99K	﹤0.01%	1894
2021 Q4	–	Sell	-2,696	Closed	-$136K	–	2503
2021 Q3	$136K	Buy	2,696 +519	+24%	+$26.9K	0.02%	240
2021 Q2	$110K	Hold	2,177	–	–	0.02%	260
2021 Q1	$101K	Buy	+2,177	New	+$98.7K	0.04%	238

Other funds holding SPYM

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

TCI Wealth Advisors's SPYM Position: Q4 2022 in Review

TCI Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2022, closing a stake of 5,001 shares — an estimated $210K sold.

TCI Wealth Advisors first reported a position in SPYM in Q1 2021 and held it in 5 quarters. The position peaked at $210K in Q3 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

TCI Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 5,001 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2022, an estimated $210K.
TCI Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and held it in 5 quarters.
TCI Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $210K in Q3 2022.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.