WSTAM
SPYM

Wilbanks Smith & Thomas Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 		$610K Buy
9,914
+234
+2% +$13.7K 0.02% 315
2023
Q4 		$541K Hold
9,680
– – 0.02% 322
2023
Q3 		$487K Hold
9,680
– – 0.02% 320
2023
Q2 		$504K Sell
9,680
-89
-0.9% -$4.39K 0.02% 314
2023
Q1 		$470K Buy
9,769
+89
+0.9% +$4.18K 0.02% 314
2022
Q4 		$435K Hold
9,680
– – 0.02% 329
2022
Q3 		$406K Hold
9,680
– – 0.02% 309
2022
Q2 		$429K Hold
9,680
– – 0.02% 319
2022
Q1 		$474K Sell
9,680
-148
-2% -$7.75K 0.02% 315
2021
Q4 		$549K Buy
9,828
+148
+2% +$7.99K 0.02% 314
2021
Q3 		$488K Hold
9,680
– – 0.02% 308
2021
Q2 		$487K Hold
9,680
– – 0.02% 310
2021
Q1 		$451K Hold
9,680
– – 0.02% 299
2020
Q4 		$426K Sell
9,680
-339
-3% -$14.1K 0.02% 282
2020
Q3 		$394K Hold
10,019
– – 0.02% 275
2020
Q2 		$363K Hold
10,019
– – 0.02% 279
2020
Q1 		$303K Hold
10,019
– – 0.02% 282
2019
Q4 		$379K Buy
10,019
+339
+4% +$12.3K 0.02% 292
2019
Q3 		$337K Hold
9,680
– – 0.02% 296
2019
Q2 		$334K Hold
9,680
– – 0.02% 293
2019
Q1 		$322K Hold
9,680
– – 0.02% 292
2018
Q4 		$283K Hold
9,680
– – 0.02% 273
2018
Q3 		$330K Hold
9,680
– – 0.02% 291
2018
Q2 		$309K Hold
9,680
– – 0.02% 257
2018
Q1 		$299K Sell
9,680
-1,020
-10% -$32.6K 0.02% 262
2017
Q4 		$335K Hold
10,700
– – 0.03% 249
2017
Q3 		$316K Hold
10,700
– – 0.03% 243
2017
Q2 		$304K Sell
10,700
-800
-7% -$22.5K 0.03% 240
2017
Q1 		$319K Hold
11,500
– – 0.03% 218
2016
Q4 		$302K Sell
11,500
-440
-4% -$11.3K 0.03% 226
2016
Q3 		$304K Hold
11,940
– – 0.03% 215
2016
Q2 		$292K Hold
11,940
– – 0.03% 223
2016
Q1 		$288K Sell
11,940
-220
-2% -$5.01K 0.03% 221
2015
Q4 		$292K Hold
12,160
– – 0.03% 206
2015
Q3 		$273K Hold
12,160
– – 0.04% 213
2015
Q2 		$296K Sell
12,160
-440
-3% -$10.9K 0.03% 233
2015
Q1 		$309K Buy
12,600
+860
+7% +$20.9K 0.03% 226
2014
Q4 		$284K Sell
11,740
-860
-7% -$20.3K 0.03% 240
2014
Q3 		$293K Sell
12,600
-140
-1% -$3.26K 0.03% 217
2014
Q2 		$294K Sell
12,740
-100
-0.8% -$2.24K 0.03% 223
2014
Q1 		$283K Hold
12,840
– – 0.03% 224
2013
Q4 		$279K Sell
12,840
-980
-7% -$20.4K 0.03% 225
2013
Q3 		$274K Sell
13,820
-6,300
-31% -$125K 0.04% 223
2013
Q2 		$380K Buy
+20,120
New +$380K 0.06% 172

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
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

Wilbanks Smith & Thomas Asset Management's SPYM Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.4% in Q1 2024, buying an estimated $13.7K and bringing the position to 9,914 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #315.

Wilbanks Smith & Thomas Asset Management first reported a position in SPYM in Q2 2013 and has held it in 44 quarters since. 974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 9,914 shares of State Street SPDR Portfolio S&P 500 ETF worth $610K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 234 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2024, an estimated $13.7K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #315 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2013 and has held it in 44 quarters since.
  • 974 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.