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

Telemus Capital’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
2023 Q4	$1.19M	Buy	+21,367	New	+$1.12M	0.1%	147

Other funds holding SPYM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

Telemus Capital's SPYM Position: Q4 2023 in Review

Telemus Capital opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2023: 21,367 shares worth $1.19M. The stake represents 0.1% of the portfolio and ranks #147 among its holdings.

923 funds tracked by Wall St. Rank hold SPYM as of Q4 2023.

Telemus Capital held 21,367 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.19M as of Q4 2023.
State Street SPDR Portfolio S&P 500 ETF was a new Telemus Capital position in Q4 2023.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Telemus Capital's portfolio in Q4 2023, its #147 holding.
923 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.