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

WR Wealth Planners’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 Q4	$2.68M	Sell	38,934 -39,805	-51%	-$2.76M	0.86%	19
2024 Q3	$5.32M	Sell	78,739 -34,498	-30%	-$2.24M	1.48%	14
2024 Q2	$7.25M	Buy	113,237 +2,464	+2%	+$152K	2.21%	10
2024 Q1	$6.82M	Sell	110,773 -43,993	-28%	-$2.58M	2.12%	10
2023 Q4	$8.65M	Sell	154,766 -2,600	-2%	-$136K	3.22%	6
2023 Q3	$7.91M	Buy	157,366 +19,852	+14%	+$1.04M	3.01%	6
2023 Q2	$7.17M	Sell	137,514 -1,753	-1%	-$86.5K	2.77%	8
2023 Q1	$6.71M	Buy	139,267 +1,023	+0.7%	+$48K	2.9%	6
2022 Q4	$6.22M	Buy	138,244 +10,241	+8%	+$463K	3.83%	7
2022 Q3	$5.37M	Buy	128,003 +1,916	+2%	+$89.5K	3.78%	8
2022 Q2	$5.59M	Buy	126,087 +4,627	+4%	+$223K	3.68%	8
2022 Q1	$6.45M	Buy	+121,460	New	+$6.36M	3.84%	6

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

ACM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WR Wealth Planners's SPYM Position: Q4 2024 in Review

WR Wealth Planners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 51% in Q4 2024, selling an estimated $2.76M and leaving 38,934 shares worth $2.68M. The position accounts for 0.86% of the portfolio, ranked #19.

WR Wealth Planners first reported a position in SPYM in Q1 2022 and has held it in 12 quarters since. The position peaked at $8.65M in Q4 2023. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

WR Wealth Planners held 38,934 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.68M as of Q4 2024.
WR Wealth Planners sold 39,805 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $2.76M.
State Street SPDR Portfolio S&P 500 ETF made up 0.86% of WR Wealth Planners's portfolio in Q4 2024, its #19 holding.
WR Wealth Planners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.65M in Q4 2023.
1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.