TW
SPYM

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

Transform Wealth’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
Q3 		– Sell
-4,062
Closed -$212K – 274
2023
Q2 		$212K Buy
+4,062
New +$200K 0.02% 247

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transform Wealth's SPYM Position: Q3 2023 in Review

Transform Wealth sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2023, closing a stake of 4,062 shares — an estimated $212K sold.

Transform Wealth first reported a position in SPYM in Q2 2023 and held it in 1 quarter. The position peaked at $212K in Q2 2023. 782 funds tracked by Wall St. Rank hold SPYM as of Q3 2023.

  • Transform Wealth reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
  • Transform Wealth sold 4,062 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2023, an estimated $212K.
  • Transform Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and held it in 1 quarter.
  • Transform Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $212K in Q2 2023.
  • 782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2023.

Based on Transform Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.