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

NEIRG 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 Q3	–	Sell	-227,917	Closed	-$11.9M	–	108
2023 Q2	$11.9M	Sell	227,917 -15,201	-6%	-$750K	2.19%	10
2023 Q1	$11.7M	Sell	243,118 -6,365	-3%	-$299K	2.03%	16
2022 Q4	$11.2M	Sell	249,483 -20,922	-8%	-$946K	2.11%	12
2022 Q3	$11.4M	Buy	270,405 +7,159	+3%	+$334K	2.27%	12
2022 Q2	$11.7M	Buy	263,246 +14,219	+6%	+$685K	2.55%	9
2022 Q1	$13.2M	Buy	249,027 +20,425	+9%	+$1.07M	2.59%	9
2021 Q4	$12.8M	Buy	+228,602	New	+$12.3M	2.45%	11

Other funds holding SPYM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

NEIRG Wealth Management's SPYM Position: Q3 2023 in Review

NEIRG Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2023, closing a stake of 227,917 shares — an estimated $11.9M sold.

NEIRG Wealth Management first reported a position in SPYM in Q4 2021 and held it in 7 quarters. The position peaked at $13.2M in Q1 2022. 782 funds tracked by Wall St. Rank hold SPYM as of Q3 2023.

NEIRG Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 227,917 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2023, an estimated $11.9M.
NEIRG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $13.2M in Q1 2022.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.