Dixon Hubard Feinour & Brown’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Dixon Hubard Feinour & Brown’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	$7.09M	Sell	159,868 -6,701	-4%	-$323K	0.84%	40
2022 Q1	$8.85M	Sell	166,569 -13,380	-7%	-$701K	0.89%	36
2021 Q4	$10M	Buy	+179,949	New	+$9.72M	0.97%	36

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

Dixon Hubard Feinour & Brown's SPYM Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4% in Q2 2022, selling an estimated $323K and leaving 159,868 shares worth $7.09M. The position accounts for 0.84% of the portfolio, ranked #40.

Dixon Hubard Feinour & Brown first reported a position in SPYM in Q4 2021 and has held it in 3 quarters since. The position peaked at $10M in Q4 2021. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

Dixon Hubard Feinour & Brown held 159,868 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.09M as of Q2 2022.
Dixon Hubard Feinour & Brown sold 6,701 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $323K.
State Street SPDR Portfolio S&P 500 ETF made up 0.84% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #40 holding.
Dixon Hubard Feinour & Brown first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 3 quarters since.
Dixon Hubard Feinour & Brown's State Street SPDR Portfolio S&P 500 ETF position peaked at $10M in Q4 2021.
620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.