Hofer & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Hofer & Associates’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
2026 Q1	$2.8M	Buy	36,533 +382	+1%	+$30.6K	1.5%	22
2025 Q4	$2.9M	Buy	36,151 +6,182	+21%	+$492K	1.54%	23
2025 Q3	$2.35M	Buy	29,969 +7,712	+35%	+$582K	1.34%	24
2025 Q2	$1.62M	Buy	22,257 +8,169	+58%	+$549K	1.01%	25
2025 Q1	$926K	Buy	14,088 +415	+3%	+$28.7K	0.63%	29
2024 Q4	$943K	Buy	13,673 +99	+0.7%	+$6.86K	0.63%	30
2024 Q3	$916K	Buy	13,574 +117	+0.9%	+$7.61K	0.63%	29
2024 Q2	$861K	Buy	13,457 +166	+1%	+$10.2K	0.67%	28
2024 Q1	$818K	Buy	13,291 +147	+1%	+$8.61K	0.69%	28
2023 Q4	$735K	Sell	13,144 -2,039	-13%	-$107K	0.68%	27
2023 Q3	$763K	Buy	15,183 +798	+6%	+$41.7K	0.78%	25
2023 Q2	$750K	Buy	14,385 +740	+5%	+$36.5K	0.72%	26
2023 Q1	$614K	Hold	13,645	–	–	0.61%	27
2022 Q4	$614K	Buy	+13,645	New	+$617K	0.61%	27

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hofer & Associates's SPYM Position: Q1 2026 in Review

Hofer & Associates increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.1% in Q1 2026, buying an estimated $30.6K and bringing the position to 36,533 shares worth $2.8M. The position accounts for 1.5% of the portfolio, ranked #22.

Hofer & Associates first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.9M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Hofer & Associates held 36,533 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.8M as of Q1 2026.
Hofer & Associates bought 382 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $30.6K.
State Street SPDR Portfolio S&P 500 ETF made up 1.5% of Hofer & Associates's portfolio in Q1 2026, its #22 holding.
Hofer & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Hofer & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.9M in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Hofer & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.