AWA
SPYM

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

Alaska Wealth Advisors’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
2026
Q1 		$5.08M Buy
66,364
+12,814
+24% +$1.02M 0.61% 23
2025
Q4 		$4.3M Buy
53,550
+6,291
+13% +$500K 0.55% 22
2025
Q3 		$3.7M Sell
47,259
-550
-1% -$41.5K 0.48% 24
2025
Q2 		$3.48M Buy
47,809
+3,402
+8% +$229K 0.5% 24
2025
Q1 		$2.92M Buy
44,407
+2,179
+5% +$151K 0.46% 24
2024
Q4 		$2.91M Buy
42,228
+289
+0.7% +$20K 0.45% 24
2024
Q3 		$2.83M Sell
41,939
-1,704
-4% -$111K 0.42% 26
2024
Q2 		$2.79M Sell
43,643
-1,935
-4% -$119K 0.43% 27
2024
Q1 		$2.8M Sell
45,578
-532
-1% -$31.2K 0.42% 26
2023
Q4 		$2.58M Buy
46,110
+7,062
+18% +$370K 0.43% 25
2023
Q3 		$1.96M Sell
39,048
-989
-2% -$51.7K 0.31% 25
2023
Q2 		$2.09M Buy
+40,037
New +$1.98M 0.33% 24

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return