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

Windsor Wealth 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
2023 Q3	$620K	Buy	12,340 +877	+8%	+$45.9K	0.11%	91
2023 Q2	$597K	Buy	11,463 +1,336	+13%	+$65.9K	0.11%	93
2023 Q1	$488K	Buy	+10,127	New	+$475K	0.09%	99
2022 Q2	–	Sell	-20,671	Closed	-$1.09M	–	223
2022 Q1	$1.09M	Buy	20,671 +262	+1%	+$13.7K	0.2%	96
2021 Q4	$1.15M	Sell	20,409 -186	-0.9%	-$10K	0.21%	104
2021 Q3	$1.05M	Sell	20,595 -119	-0.6%	-$6.17K	0.22%	100
2021 Q2	$1.04M	Sell	20,714 -672	-3%	-$33K	0.23%	96
2021 Q1	$997K	Sell	21,386 -1,084	-5%	-$49.2K	0.24%	86
2020 Q4	$988K	Sell	22,470 -5,092	-18%	-$212K	0.25%	86
2020 Q3	$1.1M	Sell	27,562 -8,700	-24%	-$339K	0.32%	65
2020 Q2	$1.31M	Sell	36,262 -9,757	-21%	-$336K	0.42%	57
2020 Q1	$1.39M	Buy	46,019 +1,435	+3%	+$51.5K	0.56%	44
2019 Q4	$1.69M	Buy	44,584 +9,825	+28%	+$355K	0.62%	38
2019 Q3	$1.18M	Buy	34,759 +19,146	+123%	+$666K	0.51%	52
2019 Q2	$543K	Buy	+15,613	New	+$529K	0.24%	106

Other funds holding SPYM

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

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

Windsor Wealth Management's SPYM Position: Q3 2023 in Review

Windsor Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.7% in Q3 2023, buying an estimated $45.9K and bringing the position to 12,340 shares worth $620K. The position accounts for 0.11% of the portfolio, ranked #91.

Windsor Wealth Management first reported a position in SPYM in Q2 2019 and has held it in 15 quarters since. The position peaked at $1.69M in Q4 2019. 782 funds tracked by Wall St. Rank hold SPYM as of Q3 2023.

Windsor Wealth Management held 12,340 shares of State Street SPDR Portfolio S&P 500 ETF worth $620K as of Q3 2023.
Windsor Wealth Management bought 877 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2023, an estimated $45.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Windsor Wealth Management's portfolio in Q3 2023, its #91 holding.
Windsor Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 15 quarters since.
Windsor Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.69M in Q4 2019.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.