Zurich Insurance Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Zurich Insurance Group’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
2022 Q2	–	Sell	-2,489	Closed	-$132K	–	249
2022 Q1	$132K	Hold	2,489	–	–	﹤0.01%	202
2021 Q4	$139K	Hold	2,489	–	–	﹤0.01%	202
2021 Q3	$122K	Hold	2,489	–	–	﹤0.01%	218
2021 Q2	$122K	Hold	2,489	–	–	﹤0.01%	221
2021 Q1	$122K	Sell	2,489 -527	-17%	-$23.9K	﹤0.01%	201
2020 Q4	$135K	Sell	3,016 -980	-25%	-$40.9K	﹤0.01%	196
2020 Q3	$157K	Hold	3,996	–	–	﹤0.01%	156
2020 Q2	$123K	Sell	3,996 -2,050	-34%	-$70.5K	﹤0.01%	172
2020 Q1	$186K	Buy	+6,046	New	+$217K	﹤0.01%	192

Other funds holding SPYM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Zurich Insurance Group's SPYM Position: Q2 2022 in Review

Zurich Insurance Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2022, closing a stake of 2,489 shares — an estimated $132K sold.

Zurich Insurance Group first reported a position in SPYM in Q1 2020 and held it in 9 quarters. The position peaked at $186K in Q1 2020. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

Zurich Insurance Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
Zurich Insurance Group sold 2,489 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $132K.
Zurich Insurance Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and held it in 9 quarters.
Zurich Insurance Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $186K in Q1 2020.
620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

Based on Zurich Insurance Group's 13F filing for Q2 2022, filed 15 Aug 2022.