WWA
SPYM

WC Walker & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

WC Walker & Associates’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
Q3 		– Sell
-14,041
Closed -$636K – 77
2022
Q2 		$636K Buy
14,041
+519
+4% +$25K 0.37% 40
2022
Q1 		$705K Buy
13,522
+9,653
+249% +$505K 0.37% 41
2021
Q4 		$211K Buy
+3,869
New +$209K 0.1% 69

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WC Walker & Associates's SPYM Position: Q3 2022 in Review

WC Walker & Associates sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2022, closing a stake of 14,041 shares — an estimated $636K sold.

WC Walker & Associates first reported a position in SPYM in Q4 2021 and held it in 3 quarters. The position peaked at $705K in Q1 2022. 629 funds tracked by Wall St. Rank hold SPYM as of Q3 2022.

  • WC Walker & Associates reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
  • WC Walker & Associates sold 14,041 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2022, an estimated $636K.
  • WC Walker & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 3 quarters.
  • WC Walker & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $705K in Q1 2022.
  • 629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2022.

Based on WC Walker & Associates's 13F filing for Q3 2022, filed 27 Oct 2022.