HWMA
SPYM

Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$2.27M Sell
35,410
-1,210
-3% -$74.5K 1.26% 15
2024
Q1 		$2.25M Sell
36,620
-872
-2% -$51.1K 1.15% 17
2023
Q4 		$2.1M Buy
+37,492
New +$1.96M 1.14% 17
2022
Q4 		$3.92M Buy
87,149
+43,154
+98% +$1.95M 0.56% 38
2022
Q3 		$1.85M Sell
43,995
-7,170
-14% -$335K 0.59% 34
2022
Q2 		$2.27M Sell
51,165
-2,723
-5% -$131K 0.76% 24
2022
Q1 		$2.86M Buy
+53,888
New +$2.82M 0.77% 21
2021
Q3 		$3.33M Sell
65,889
-13,780
-17% -$715K 1.18% 15
2021
Q2 		$4.01M Buy
+79,669
New +$3.91M 1.52% 11

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return