Hohimer Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Hohimer Wealth Management’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
2023 Q1	–	Sell	-5,914	Closed	-$266K	–	207
2022 Q4	$266K	Sell	5,914 -9,439	-61%	-$427K	0.08%	140
2022 Q3	$645K	Buy	15,353 +95	+0.6%	+$4.44K	0.21%	124
2022 Q2	$677K	Buy	15,258 +273	+2%	+$13.2K	0.2%	130
2022 Q1	$796K	Buy	14,985 +4,647	+45%	+$243K	0.16%	130
2021 Q4	$577K	Buy	+10,338	New	+$558K	0.12%	139

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Hohimer Wealth Management's SPYM Position: Q1 2023 in Review

Hohimer Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2023, closing a stake of 5,914 shares — an estimated $266K sold.

Hohimer Wealth Management first reported a position in SPYM in Q4 2021 and held it in 5 quarters. The position peaked at $796K in Q1 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q1 2023.

Hohimer Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Hohimer Wealth Management sold 5,914 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2023, an estimated $266K.
Hohimer Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 5 quarters.
Hohimer Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $796K in Q1 2022.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2023.

Based on Hohimer Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.