KHC
SPYM

Koesten Hirschmann & Crabtree’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Koesten Hirschmann & Crabtree’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
Q2 		– Sell
-815
Closed -$39.2K – 238
2023
Q1 		$39.2K Buy
+815
New +$38.2K 0.03% 72

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
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
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SPYM Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2023, closing a stake of 815 shares — an estimated $39.2K sold.

Koesten Hirschmann & Crabtree first reported a position in SPYM in Q1 2023 and held it in 1 quarter. The position peaked at $39.2K in Q1 2023. 762 funds tracked by Wall St. Rank hold SPYM as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 815 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2023, an estimated $39.2K.
  • Koesten Hirschmann & Crabtree first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's State Street SPDR Portfolio S&P 500 ETF position peaked at $39.2K in Q1 2023.
  • 762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.