Ahrens Investment Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Ahrens Investment Partners’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 Q1	$23.5K	Buy	+488	New	+$22.9K	0.01%	445
2022 Q3	–	Sell	-150	Closed	-$7K	–	792
2022 Q2	$7K	Hold	150	–	–	﹤0.01%	722
2022 Q1	$8K	Hold	150	–	–	﹤0.01%	782
2021 Q4	$8K	Buy	+150	New	+$8.1K	﹤0.01%	795

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ahrens Investment Partners's SPYM Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2023: 488 shares worth $23.5K. The stake represents 0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SPYM as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SPYM in Q4 2021 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold SPYM as of Q1 2023.

Ahrens Investment Partners held 488 shares of State Street SPDR Portfolio S&P 500 ETF worth $23.5K as of Q1 2023.
State Street SPDR Portfolio S&P 500 ETF was a new Ahrens Investment Partners position in Q1 2023.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #445 holding.
Ahrens Investment Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 4 quarters since.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.