Trust Company of Vermont’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Trust Company of Vermont’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 Q1	–	Sell	-85	Closed	-$3.82K	–	902
2022 Q4	$3.82K	Hold	85	–	–	﹤0.01%	786
2022 Q3	$4K	Hold	85	–	–	﹤0.01%	863
2022 Q2	$4K	Buy	+85	New	+$4.1K	﹤0.01%	813
2022 Q1	–	Sell	-85	Closed	-$5K	–	673
2021 Q4	$5K	Buy	+85	New	+$4.59K	﹤0.01%	725
2021 Q3	–	Sell	-85	Closed	-$4K	–	646
2021 Q2	$4K	Hold	85	–	–	﹤0.01%	715
2021 Q1	$4K	Buy	+85	New	+$3.85K	﹤0.01%	689

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Trust Company of Vermont's SPYM Position: Q1 2023 in Review

Trust Company of Vermont sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2023, closing a stake of 85 shares — an estimated $3.82K sold.

Trust Company of Vermont first reported a position in SPYM in Q1 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 696 funds tracked by Wall St. Rank hold SPYM as of Q1 2023.

Trust Company of Vermont reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Trust Company of Vermont sold 85 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2023, an estimated $3.82K.
Trust Company of Vermont first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and held it in 6 quarters.
Trust Company of Vermont's State Street SPDR Portfolio S&P 500 ETF position peaked at $5K in Q4 2021.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2023.

Based on Trust Company of Vermont's 13F filing for Q1 2023, filed 7 Apr 2023.