NWM
SPYM

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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
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APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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