WP
SPYM

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

WealthSource Partners’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
-49,301
Closed -$2.57M – 512
2023
Q2 		$2.57M Buy
+49,301
New +$2.43M 0.17% 90
2023
Q1 		– Sell
-16,727
Closed -$752K – 509
2022
Q4 		$752K Sell
16,727
-2,215
-12% -$100K 0.05% 233
2022
Q3 		$795K Sell
18,942
-250
-1% -$11.7K 0.06% 226
2022
Q2 		$851K Buy
19,192
+341
+2% +$16.4K 0.06% 212
2022
Q1 		$1M Buy
18,851
+431
+2% +$22.6K 0.07% 220
2021
Q4 		$1.03M Sell
18,420
-1,571
-8% -$84.8K 0.08% 184
2021
Q3 		$1.01M Buy
19,991
+2,125
+12% +$110K 0.09% 173
2021
Q2 		$899K Buy
17,866
+5,574
+45% +$274K 0.08% 182
2021
Q1 		$573K Buy
12,292
+6,140
+100% +$278K 0.06% 224
2020
Q4 		$270K Sell
6,152
-862
-12% -$35.9K 0.03% 308
2020
Q3 		$276K Buy
7,014
+207
+3% +$8.06K 0.04% 279
2020
Q2 		$247K Sell
6,807
-253
-4% -$8.7K 0.04% 276
2020
Q1 		$214K Sell
7,060
-82,247
-92% -$2.95M 0.03% 293
2019
Q4 		$3.38M Sell
89,307
-118,846
-57% -$4.3M 0.44% 41
2019
Q3 		$7.25M Buy
208,153
+71,413
+52% +$2.48M 1.09% 18
2019
Q2 		$4.72M Buy
136,740
+83,739
+158% +$2.84M 0.74% 32
2019
Q1 		$1.76M Buy
53,001
+27,478
+108% +$877K 0.4% 69
2018
Q4 		$746K Sell
25,523
-44,683
-64% -$1.41M 0.21% 106
2018
Q3 		$2.39M Buy
70,206
+2,416
+4% +$80.8K 0.63% 45
2018
Q2 		$2.16M Buy
67,790
+60,838
+875% +$1.93M 0.6% 43
2018
Q1 		$215K Buy
+6,952
New +$222K 0.07% 255

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
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
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthSource Partners's SPYM Position: Q3 2023 in Review

WealthSource Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2023, closing a stake of 49,301 shares — an estimated $2.57M sold.

WealthSource Partners first reported a position in SPYM in Q1 2018 and held it in 21 quarters. The position peaked at $7.25M in Q3 2019. 782 funds tracked by Wall St. Rank hold SPYM as of Q3 2023.

  • WealthSource Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
  • WealthSource Partners sold 49,301 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2023, an estimated $2.57M.
  • WealthSource Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and held it in 21 quarters.
  • WealthSource Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.25M in Q3 2019.
  • 782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2023.

Based on WealthSource Partners's 13F filing for Q3 2023, filed 13 Nov 2023.