AGUR Provident & Training Funds Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

AGUR Provident & Training Funds 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 Q2	$64.7M	Sell	890,494 -237,700	-21%	-$16M	24.48%	1
2025 Q1	$74.2M	Hold	1,128,194	–	–	29.69%	1
2024 Q4	$77.8M	Sell	1,128,194 -543,500	-33%	-$37.7M	29.76%	1
2024 Q3	$98.7M	Buy	1,671,694 +44,600	+3%	+$2.9M	30.05%	1
2024 Q2	$104M	Buy	1,627,094 +5,100	+0.3%	+$314K	30.02%	1
2024 Q1	$98.7M	Hold	1,621,994	–	–	30.05%	1
2023 Q4	$907M	Sell	1,621,994 -340,800	-17%	-$17.9M	27.66%	1
2023 Q3	$987M	Buy	1,962,794 +205,000	+12%	+$10.7M	31.06%	1
2023 Q2	$918K	Sell	1,757,794 -200,500	-10%	-$9.89M	31.09%	1
2023 Q1	$95.8M	Hold	1,958,294	–	–	36.5%	1
2022 Q4	$88.1M	Buy	+1,958,294	New	+$88.5M	31.12%	1

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 $424B AUM 22.94% 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

AGUR Provident & Training Funds Management's SPYM Position: Q2 2025 in Review

AGUR Provident & Training Funds Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 21% in Q2 2025, selling an estimated $16M and leaving 890,494 shares worth $64.7M. The position accounts for 24.48% of the portfolio, ranked #1.

AGUR Provident & Training Funds Management first reported a position in SPYM in Q4 2022 and has held it in 11 quarters since. The position peaked at $987M in Q3 2023. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

AGUR Provident & Training Funds Management held 890,494 shares of State Street SPDR Portfolio S&P 500 ETF worth $64.7M as of Q2 2025.
AGUR Provident & Training Funds Management sold 237,700 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $16M.
State Street SPDR Portfolio S&P 500 ETF made up 24.48% of AGUR Provident & Training Funds Management's portfolio in Q2 2025, its #1 holding.
AGUR Provident & Training Funds Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 11 quarters since.
AGUR Provident & Training Funds Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $987M in Q3 2023.
1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on AGUR Provident & Training Funds Management's 13F filing for Q2 2025, filed 12 Aug 2025.