Dixon Hughes Goodman Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 Q1	$589K	Sell	11,085 -691	-6%	-$36.2K	0.17%	89
2021 Q4	$657K	Buy	+11,776	New	+$636K	0.21%	64

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 $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

Dixon Hughes Goodman Wealth Advisors's SPYM Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.9% in Q1 2022, selling an estimated $36.2K and leaving 11,085 shares worth $589K. The position accounts for 0.17% of the portfolio, ranked #89.

Dixon Hughes Goodman Wealth Advisors first reported a position in SPYM in Q4 2021 and has held it in 2 quarters since. The position peaked at $657K in Q4 2021. 615 funds tracked by Wall St. Rank hold SPYM as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 11,085 shares of State Street SPDR Portfolio S&P 500 ETF worth $589K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 691 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2022, an estimated $36.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.17% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #89 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $657K in Q4 2021.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.