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

AllSquare 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	$12.5K	Hold	160	–	–	0.01%	367
2025 Q2	$11.6K	Hold	160	–	–	0.01%	368
2025 Q1	$10.5K	Hold	160	–	–	0.01%	370
2024 Q4	$11K	Hold	160	–	–	0.01%	366
2024 Q3	$10.8K	Hold	160	–	–	0.01%	373
2024 Q2	$10.2K	Hold	160	–	–	0.01%	371
2024 Q1	$9.85K	Hold	160	–	–	0.01%	375
2023 Q4	$8.94K	Hold	160	–	–	0.01%	381
2023 Q3	$8.04K	Hold	160	–	–	0.01%	387
2023 Q2	$7.9K	Hold	160	–	–	0.01%	404
2023 Q1	$7.7K	Buy	+160	New	+$7.51K	0.01%	401

Other funds holding SPYM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

KCM

Kedalion Capital Management London, United Kingdom $3.48B AUM 17.74% 1-Year Est. Return

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

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

AllSquare Wealth Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2025 at 160 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #367.

AllSquare Wealth Management first reported a position in SPYM in Q1 2023 and has held it in 11 quarters since. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

AllSquare Wealth Management held 160 shares of State Street SPDR Portfolio S&P 500 ETF worth $12.5K as of Q3 2025.
AllSquare Wealth Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2025.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #367 holding.
AllSquare Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 11 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 AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.