CJH
SPYM

Christopher J. Hasenberg’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Christopher J. Hasenberg’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
2025
Q2 		$3.42M Buy
47,110
+47,087
+204,726% +$3.17M 1.27% 21
2025
Q1 		$1.52K Buy
+23
New +$1.59K ﹤0.01% 185

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Christopher J. Hasenberg's SPYM Position: Q2 2025 in Review

Christopher J. Hasenberg increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 204,726% in Q2 2025, buying an estimated $3.17M and bringing the position to 47,110 shares worth $3.42M. The position accounts for 1.27% of the portfolio, ranked #21.

Christopher J. Hasenberg first reported a position in SPYM in Q1 2025 and has held it in 2 quarters since. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • Christopher J. Hasenberg held 47,110 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.42M as of Q2 2025.
  • Christopher J. Hasenberg bought 47,087 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $3.17M.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.27% of Christopher J. Hasenberg's portfolio in Q2 2025, its #21 holding.
  • Christopher J. Hasenberg first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.