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

TRUADVICE’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	$2.62M	Sell	50,609 -17,685	-26%	-$925K	1.03%	24
2023 Q2	$3.58M	Buy	68,294 +15,454	+29%	+$763K	1.32%	16
2023 Q1	$2.58M	Buy	52,840 +5,006	+10%	+$235K	1.02%	22
2022 Q4	$2.24M	Sell	47,834 -2,425	-5%	-$110K	1.18%	18
2022 Q3	$2.27M	Buy	50,259 +8,834	+21%	+$413K	1.28%	15
2022 Q2	$2.02M	Buy	41,425 +975	+2%	+$47K	1.07%	24
2022 Q1	$1.97M	Buy	40,450 +4,284	+12%	+$224K	1.1%	21
2021 Q4	$1.92M	Buy	36,166 +9,244	+34%	+$499K	1.8%	13
2021 Q3	$1.48M	Sell	26,922 -91,002	-77%	-$4.72M	1.36%	19
2021 Q2	$6.09M	Buy	117,924 +38,032	+48%	+$1.87M	1.33%	13
2021 Q1	$3.94M	Sell	79,892 -95,132	-54%	-$4.31M	1.17%	20
2020 Q4	$7.71M	Buy	175,024 +25,269	+17%	+$1.05M	2.35%	7
2020 Q3	$6M	Buy	+149,755	New	+$5.83M	2.45%	5

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

APTFM

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

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

TRUADVICE's SPYM Position: Q3 2023 in Review

TRUADVICE reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 26% in Q3 2023, selling an estimated $925K and leaving 50,609 shares worth $2.62M. The position accounts for 1.03% of the portfolio, ranked #24.

TRUADVICE first reported a position in SPYM in Q3 2020 and has held it in 13 quarters since. The position peaked at $7.71M in Q4 2020. 782 funds tracked by Wall St. Rank hold SPYM as of Q3 2023.

TRUADVICE held 50,609 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.62M as of Q3 2023.
TRUADVICE sold 17,685 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2023, an estimated $925K.
State Street SPDR Portfolio S&P 500 ETF made up 1.03% of TRUADVICE's portfolio in Q3 2023, its #24 holding.
TRUADVICE first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and has held it in 13 quarters since.
TRUADVICE's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.71M in Q4 2020.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.