TNA
SPYM

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

True North 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
2021
Q2 		– Sell
-4,655
Closed -$216K – 226
2021
Q1 		$216K Sell
4,655
-524
-10% -$23.8K 0.05% 190
2020
Q4 		$227K Hold
5,179
– – 0.06% 176
2020
Q3 		$203K Buy
+5,179
New +$202K 0.06% 171

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

True North Advisors's SPYM Position: Q2 2021 in Review

True North Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2021, closing a stake of 4,655 shares — an estimated $216K sold.

True North Advisors first reported a position in SPYM in Q3 2020 and held it in 3 quarters. The position peaked at $227K in Q4 2020. 462 funds tracked by Wall St. Rank hold SPYM as of Q2 2021.

  • True North Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2021 after selling out during the quarter.
  • True North Advisors sold 4,655 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2021, an estimated $216K.
  • True North Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and held it in 3 quarters.
  • True North Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $227K in Q4 2020.
  • 462 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2021.

Based on True North Advisors's 13F filing for Q2 2021, filed 7 Jun 2022.