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

Verity & Verity’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	-4,500	Closed	-$234K	–	106
2023 Q2	$234K	Sell	4,500 -3,000	-40%	-$148K	0.03%	95
2023 Q1	$361K	Buy	+7,500	New	+$352K	0.05%	92

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

Verity & Verity's SPYM Position: Q3 2023 in Review

Verity & Verity sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2023, closing a stake of 4,500 shares — an estimated $234K sold.

Verity & Verity first reported a position in SPYM in Q1 2023 and held it in 2 quarters. The position peaked at $361K in Q1 2023. 782 funds tracked by Wall St. Rank hold SPYM as of Q3 2023.

Verity & Verity reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
Verity & Verity sold 4,500 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2023, an estimated $234K.
Verity & Verity first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and held it in 2 quarters.
Verity & Verity's State Street SPDR Portfolio S&P 500 ETF position peaked at $361K in Q1 2023.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2023.

Based on Verity & Verity's 13F filing for Q3 2023, filed 19 Oct 2023.