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

Kemper’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
2022 Q1	–	Sell	-113,455	Closed	-$6.33M	–	13
2021 Q4	$6.33M	Sell	113,455 -86,129	-43%	-$4.65M	1.35%	13
2021 Q3	$10.1M	Hold	199,584	–	–	1.68%	14
2021 Q2	$10M	Sell	199,584 -34,233	-15%	-$1.68M	1.69%	14
2021 Q1	$10.9M	Hold	233,817	–	–	1.99%	13
2020 Q4	$10.3M	Hold	233,817	–	–	1.96%	13
2020 Q3	$9.2M	Sell	233,817 -78,000	-25%	-$3.04M	2%	13
2020 Q2	$11.3M	Hold	311,817	–	–	2.4%	13
2020 Q1	$10.6M	Hold	311,817	–	–	2.42%	13
2019 Q4	$11.8M	Hold	311,817	–	–	1.92%	17
2019 Q3	$10.9M	Hold	311,817	–	–	1.59%	18
2019 Q2	$10.8M	Hold	311,817	–	–	1.59%	18
2019 Q1	$10.4M	Hold	311,817	–	–	1.57%	18
2018 Q4	$9.11M	Hold	311,817	–	–	2.11%	16
2018 Q3	$10.6M	Hold	311,817	–	–	1.93%	16
2018 Q2	$9.94M	Buy	+311,817	New	+$9.89M	4.47%	11

Other funds holding SPYM

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

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

AWM

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Kemper's SPYM Position: Q1 2022 in Review

Kemper sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2022, closing a stake of 113,455 shares — an estimated $6.33M sold.

Kemper first reported a position in SPYM in Q2 2018 and held it in 15 quarters. The position peaked at $11.8M in Q4 2019. 615 funds tracked by Wall St. Rank hold SPYM as of Q1 2022.

Kemper reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
Kemper sold 113,455 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2022, an estimated $6.33M.
Kemper first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and held it in 15 quarters.
Kemper's State Street SPDR Portfolio S&P 500 ETF position peaked at $11.8M in Q4 2019.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2022.

Based on Kemper's 13F filing for Q1 2022, filed 13 May 2022.