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

TimeScale 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
2023 Q2	$3.58M	Buy	68,699 +21,344	+45%	+$1.05M	0.77%	17
2023 Q1	$2.28M	Buy	+47,355	New	+$2.22M	0.52%	18

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

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

AWM

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

CCMG

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TimeScale Financial's SPYM Position: Q2 2023 in Review

TimeScale Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 45% in Q2 2023, buying an estimated $1.05M and bringing the position to 68,699 shares worth $3.58M. The position accounts for 0.77% of the portfolio, ranked #17.

TimeScale Financial first reported a position in SPYM in Q1 2023 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold SPYM as of Q2 2023.

TimeScale Financial held 68,699 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.58M as of Q2 2023.
TimeScale Financial bought 21,344 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2023, an estimated $1.05M.
State Street SPDR Portfolio S&P 500 ETF made up 0.77% of TimeScale Financial's portfolio in Q2 2023, its #17 holding.
TimeScale Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 2 quarters since.
762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.