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

Viridian RIA’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
2022 Q1	–	Sell	-8,883	Closed	-$465K	–	55
2021 Q4	$496K	Buy	+8,883	New	+$480K	0.1%	64
2021 Q2	–	Hold	0	–	–	–	64
2021 Q1	–	Sell	-4,870	Closed	-$221K	–	72
2020 Q4	$214K	Sell	4,870 -4,889	-50%	-$204K	0.06%	64
2020 Q3	$384K	Buy	9,759 +666	+7%	+$25.9K	0.13%	55
2020 Q2	$330K	Buy	9,093 +1,758	+24%	+$60.5K	0.12%	54
2020 Q1	$222K	Buy	7,335 +306	+4%	+$11K	0.1%	54
2019 Q4	$266K	Buy	7,029 +279	+4%	+$10.1K	0.09%	53
2019 Q3	$235K	Buy	6,750 +195	+3%	+$6.78K	0.1%	54
2019 Q2	$222K	Buy	+6,555	New	+$222K	0.09%	55

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Viridian RIA's SPYM Position: Q1 2022 in Review

Viridian RIA sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2022, closing a stake of 8,883 shares — an estimated $465K sold.

Viridian RIA first reported a position in SPYM in Q2 2019 and held it in 8 quarters. The position peaked at $496K in Q4 2021. 615 funds tracked by Wall St. Rank hold SPYM as of Q1 2022.

Viridian RIA reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 8,883 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2022, an estimated $465K.
Viridian RIA first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and held it in 8 quarters.
Viridian RIA's State Street SPDR Portfolio S&P 500 ETF position peaked at $496K in Q4 2021.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.