Wellington Wealth Strategies’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wellington Wealth Strategies’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
2024 Q1	–	Sell	-6,070	Closed	-$339K	–	172
2023 Q4	$339K	Buy	+6,070	New	+$318K	0.29%	56
2020 Q4	$339K	Buy	+6,070	New	+$253K	0.29%	57

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Wellington Wealth Strategies's SPYM Position: Q1 2024 in Review

Wellington Wealth Strategies sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2024, closing a stake of 6,070 shares — an estimated $339K sold.

Wellington Wealth Strategies first reported a position in SPYM in Q4 2020 and held it in 2 quarters. The position peaked at $339K in Q4 2023. 974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

Wellington Wealth Strategies reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
Wellington Wealth Strategies sold 6,070 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2024, an estimated $339K.
Wellington Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and held it in 2 quarters.
Wellington Wealth Strategies's State Street SPDR Portfolio S&P 500 ETF position peaked at $339K in Q4 2023.
974 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2024.

Based on Wellington Wealth Strategies's 13F filing for Q1 2024, filed 14 May 2024.