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

Newman & Schimel’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 Q4	$4.52M	Buy	100,548 +43,753	+77%	+$1.98M	2.04%	12
2022 Q3	$2.38M	Buy	56,795 +29,258	+106%	+$1.37M	1.18%	14
2022 Q2	$1.22M	Buy	27,537 +1,000	+4%	+$48.2K	0.59%	19
2022 Q1	$1.41M	Buy	26,537 +7,494	+39%	+$392K	0.92%	14
2021 Q4	$1.06M	Buy	19,043 +14,077	+283%	+$760K	0.6%	19
2021 Q3	$251K	Buy	+4,966	New	+$258K	0.16%	40

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Newman & Schimel's SPYM Position: Q4 2022 in Review

Newman & Schimel increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 77% in Q4 2022, buying an estimated $1.98M and bringing the position to 100,548 shares worth $4.52M. The position accounts for 2.04% of the portfolio, ranked #12.

Newman & Schimel first reported a position in SPYM in Q3 2021 and has held it in 6 quarters since. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

Newman & Schimel held 100,548 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.52M as of Q4 2022.
Newman & Schimel bought 43,753 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2022, an estimated $1.98M.
State Street SPDR Portfolio S&P 500 ETF made up 2.04% of Newman & Schimel's portfolio in Q4 2022, its #12 holding.
Newman & Schimel first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 6 quarters since.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.