Affiance Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Affiance Financial’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 Q2	–	Sell	-3,702	Closed	-$243K	–	107
2025 Q1	$243K	Hold	3,702	–	–	0.06%	93
2024 Q4	$255K	Hold	3,702	–	–	0.06%	93
2024 Q3	$250K	Hold	3,702	–	–	0.06%	91
2024 Q2	$237K	Hold	3,702	–	–	0.06%	91
2024 Q1	$228K	Sell	3,702 -1,870	-34%	-$110K	0.06%	89
2023 Q4	$311K	Buy	+5,572	New	+$292K	0.09%	85

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Affiance Financial's SPYM Position: Q2 2025 in Review

Affiance Financial sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025, closing a stake of 3,702 shares — an estimated $243K sold.

Affiance Financial first reported a position in SPYM in Q4 2023 and held it in 6 quarters. The position peaked at $311K in Q4 2023. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

Affiance Financial reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Affiance Financial sold 3,702 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $243K.
Affiance Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and held it in 6 quarters.
Affiance Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $311K in Q4 2023.
1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Affiance Financial's 13F filing for Q2 2025, filed 10 Jul 2025.