AWM
SPYM

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

Accredited 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
2025
Q3 		$236 Buy
800
+797
+26,567% +$60.1K ﹤0.01% 372
2025
Q2 		$219 Hold
3
– – ﹤0.01% 368
2025
Q1 		$198 Buy
+3
New +$207 ﹤0.01% 352

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $3.48B AUM 17.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accredited Wealth Management's SPYM Position: Q3 2025 in Review

Accredited Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 26,567% in Q3 2025, buying an estimated $60.1K and bringing the position to 800 shares worth $236. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Accredited Wealth Management first reported a position in SPYM in Q1 2025 and has held it in 3 quarters since. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

  • Accredited Wealth Management held 800 shares of State Street SPDR Portfolio S&P 500 ETF worth $236 as of Q3 2025.
  • Accredited Wealth Management bought 797 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $60.1K.
  • State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #372 holding.
  • Accredited Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.