HGERS
SPYM

Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-7,588
Closed -$512K – 1128
2024
Q3 		$512K Buy
7,588
+3,259
+75% +$212K 0.15% 137
2024
Q2 		$277K Buy
4,329
+2,139
+98% +$132K 0.08% 198
2024
Q1 		$135K Buy
2,190
+2,140
+4,280% +$125K 0.04% 300
2023
Q4 		$2K Hold
50
– – ﹤0.01% 1018
2023
Q3 		$2.51K Buy
+50
New +$2.62K ﹤0.01% 1038
2022
Q4 		– Sell
-53
Closed -$2K – 1020
2022
Q3 		$2K Buy
+53
New +$2.48K ﹤0.01% 981

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 $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPYM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024, closing a stake of 7,588 shares — an estimated $512K sold.

Householder Group Estate & Retirement Specialist first reported a position in SPYM in Q3 2022 and held it in 6 quarters. The position peaked at $512K in Q3 2024. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 7,588 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $512K.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio S&P 500 ETF position peaked at $512K in Q3 2024.
  • 1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.