Thrive Capital Management (Pennsylvania)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Thrive Capital Management (Pennsylvania)’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	–	Sell	-4,649	Closed	-$314K	–	162
2024 Q3	$314K	Sell	4,649 -220	-5%	-$14.3K	0.15%	149
2024 Q2	$312K	Buy	+4,869	New	+$300K	0.14%	155
2024 Q1	–	Sell	-4,521	Closed	-$253K	–	194
2023 Q4	$253K	Buy	4,521 +6	+0.1%	+$314	0.14%	117
2023 Q3	$227K	Buy	4,515 +5	+0.1%	+$262	0.13%	122
2023 Q2	$235K	Buy	4,510 +6	+0.1%	+$296	0.13%	117
2023 Q1	$214K	Buy	4,504 +6	+0.1%	+$282	0.13%	116
2022 Q4	$202K	Buy	+4,498	New	+$203K	0.13%	113
2022 Q3	–	Sell	-4,677	Closed	-$207K	–	114
2022 Q2	$207K	Buy	4,677 +189	+4%	+$9.11K	0.14%	97
2022 Q1	$238K	Sell	4,488 -223	-5%	-$11.7K	0.14%	83
2021 Q4	$263K	Hold	4,711	–	–	0.17%	89
2021 Q3	$238K	Hold	4,711	–	–	0.18%	100
2021 Q2	$237K	Sell	4,711 -2,028	-30%	-$99.5K	0.18%	104
2021 Q1	$314K	Buy	6,739 +232	+4%	+$10.5K	0.29%	86
2020 Q4	$286K	Buy	+6,507	New	+$271K	0.3%	67

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

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

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

Thrive Capital Management (Pennsylvania)'s SPYM Position: Q4 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024, closing a stake of 4,649 shares — an estimated $314K sold.

Thrive Capital Management (Pennsylvania) first reported a position in SPYM in Q4 2020 and held it in 14 quarters. The position peaked at $314K in Q1 2021. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

Thrive Capital Management (Pennsylvania) reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 4,649 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $314K.
Thrive Capital Management (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and held it in 14 quarters.
Thrive Capital Management (Pennsylvania)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $314K in Q1 2021.
1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q4 2024, filed 13 Feb 2025.