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

True Link Financial Advisors’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
2022 Q1	–	Sell	-1,000	Closed	-$56K	–	256
2021 Q4	$56K	Hold	1,000	–	–	0.01%	451
2021 Q3	$50K	Sell	1,000 -2,250	-69%	-$117K	0.01%	480
2021 Q2	$164K	Hold	3,250	–	–	0.02%	230
2021 Q1	$151K	Hold	3,250	–	–	0.02%	305
2020 Q4	$143K	Buy	+3,250	New	+$136K	0.02%	327

Other funds holding SPYM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWM

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

True Link Financial Advisors's SPYM Position: Q1 2022 in Review

True Link Financial Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2022, closing a stake of 1,000 shares — an estimated $56K sold.

True Link Financial Advisors first reported a position in SPYM in Q4 2020 and held it in 5 quarters. The position peaked at $164K in Q2 2021. 615 funds tracked by Wall St. Rank hold SPYM as of Q1 2022.

True Link Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
True Link Financial Advisors sold 1,000 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2022, an estimated $56K.
True Link Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and held it in 5 quarters.
True Link Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $164K in Q2 2021.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.