Hofer & Associates
SPYM icon

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
Q3 		$2.46M Sell
27,460
-10,606
-28% -$948K 1.72% 21
2026
Q2 		$3.35M Buy
38,066
+1,533
+4% +$131K 1.62% 22
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

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Hofer & Associates's SPYM Position: Q3 2026 in Review

Hofer & Associates reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 28% in Q3 2026, selling an estimated $948K and leaving 27,460 shares worth $2.46M. The position accounts for 1.72% of the portfolio, ranked #21.

Hofer & Associates first reported a position in SPYM in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.35M in Q2 2026. 571 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Hofer & Associates held 27,460 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.46M as of Q3 2026.
  • Hofer & Associates sold 10,606 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $948K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.72% of Hofer & Associates's portfolio in Q3 2026, its #21 holding.
  • Hofer & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • Hofer & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.35M in Q2 2026.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.