TSWM
SPYM

Tyler-Stone Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-1,051
Closed -$67.3K – 856
2024
Q2 		$67.3K Hold
1,051
– – 0.03% 331
2024
Q1 		$64.6K Buy
1,051
+1
+0.1% +$59 0.03% 336
2023
Q4 		$58.7K Buy
1,050
+650
+163% +$34.1K 0.03% 335
2023
Q3 		$20K Buy
400
+200
+100% +$10.5K 0.01% 485
2023
Q2 		$10K Buy
+200
New +$9.87K 0.01% 621

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tyler-Stone Wealth Management's SPYM Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2024, closing a stake of 1,051 shares — an estimated $67.3K sold.

Tyler-Stone Wealth Management first reported a position in SPYM in Q2 2023 and held it in 5 quarters. The position peaked at $67.3K in Q2 2024. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,051 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $67.3K.
  • Tyler-Stone Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $67.3K in Q2 2024.
  • 1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.