Your Advocates Ltd’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Your Advocates Ltd’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	–	Sell	-1	Closed	-$68	–	233
2024 Q3	$68	Hold	1	–	–	﹤0.01%	221
2024 Q2	$64	Hold	1	–	–	﹤0.01%	228
2024 Q1	$62	Hold	1	–	–	﹤0.01%	224
2023 Q4	$56	Sell	1 -215	-100%	-$11.3K	﹤0.01%	226
2023 Q3	$10.9K	Sell	216 -535	-71%	-$28K	0.01%	102
2023 Q2	$39.1K	Buy	751 +40	+6%	+$1.97K	0.02%	65
2023 Q1	$34.2K	Hold	711	–	–	0.02%	56
2022 Q4	$32K	Sell	711 -235	-25%	-$10.6K	0.02%	59
2022 Q3	$40K	Buy	946 +730	+338%	+$34.1K	0.02%	50
2022 Q2	$10K	Sell	216 -1,455	-87%	-$70.1K	0.01%	92
2022 Q1	$89K	Hold	1,671	–	–	0.05%	38
2021 Q4	$93K	Hold	1,671	–	–	0.05%	35
2021 Q3	$84K	Sell	1,671 -513	-23%	-$26.6K	0.05%	35
2021 Q2	$110K	Sell	2,184 -112	-5%	-$5.5K	0.07%	30
2021 Q1	$107K	Hold	2,296	–	–	0.08%	30
2020 Q4	$101K	Hold	2,296	–	–	0.07%	27
2020 Q3	$90K	Buy	2,296 +103	+5%	+$4.01K	0.07%	26
2020 Q2	$82K	Sell	2,193 -4,150	-65%	-$143K	0.06%	32
2020 Q1	$192K	Buy	+6,343	New	+$228K	0.17%	21

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

Your Advocates Ltd's SPYM Position: Q4 2024 in Review

Your Advocates Ltd sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024, closing a stake of 1 share — an estimated $68 sold.

Your Advocates Ltd first reported a position in SPYM in Q1 2020 and held it in 19 quarters. The position peaked at $192K in Q1 2020. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

Your Advocates Ltd reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
Your Advocates Ltd sold 1 State Street SPDR Portfolio S&P 500 ETF share in Q4 2024, an estimated $68.
Your Advocates Ltd first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and held it in 19 quarters.
Your Advocates Ltd's State Street SPDR Portfolio S&P 500 ETF position peaked at $192K in Q1 2020.
1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Your Advocates Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.