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

Veritable’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	–	Sell	-162,190	Closed	-$8.45M	–	687
2023 Q2	$8.45M	Hold	162,190	–	–	0.13%	85
2023 Q1	$7.81M	Buy	162,190 +1,206	+0.7%	+$56.6K	0.13%	83
2022 Q4	$7.24M	Buy	160,984 +21,320	+15%	+$964K	0.12%	85
2022 Q3	$5.86M	Buy	139,664 +1,520	+1%	+$71K	0.11%	95
2022 Q2	$6.13M	Sell	138,144 -1,215	-0.9%	-$58.5K	0.11%	104
2022 Q1	$7.4M	Buy	139,359 +23,715	+21%	+$1.24M	0.11%	97
2021 Q4	$6.46M	Buy	115,644 +1,376	+1%	+$74.3K	0.1%	114
2021 Q3	$5.77M	Hold	114,268	–	–	0.09%	116
2021 Q2	$5.75M	Sell	114,268 -34,800	-23%	-$1.71M	0.09%	116
2021 Q1	$6.95M	Hold	149,068	–	–	0.12%	90
2020 Q4	$6.55M	Sell	149,068 -3,240	-2%	-$135K	0.12%	93
2020 Q3	$5.99M	Sell	152,308 -121,210	-44%	-$4.72M	0.12%	92
2020 Q2	$9.91M	Buy	273,518 +59,608	+28%	+$2.05M	0.21%	61
2020 Q1	$6.47M	Buy	+213,910	New	+$7.67M	0.16%	82

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

Veritable's SPYM Position: Q3 2023 in Review

Veritable sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2023, closing a stake of 162,190 shares — an estimated $8.45M sold.

Veritable first reported a position in SPYM in Q1 2020 and held it in 14 quarters. The position peaked at $9.91M in Q2 2020. 782 funds tracked by Wall St. Rank hold SPYM as of Q3 2023.

Veritable reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 162,190 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2023, an estimated $8.45M.
Veritable first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and held it in 14 quarters.
Veritable's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.91M in Q2 2020.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.