Alpha Cubed Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Alpha Cubed Investments’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 Q4	$204K	Buy	+2,548	New	+$203K	0.01%	280
2023 Q3	–	Sell	-4,238	Closed	-$221K	–	282
2023 Q2	$221K	Sell	4,238 -732	-15%	-$36.1K	0.01%	226
2023 Q1	$239K	Buy	+4,970	New	+$233K	0.02%	226
2022 Q2	–	Sell	-4,167	Closed	-$221K	–	345
2022 Q1	$221K	Buy	+4,167	New	+$218K	0.01%	299

Other funds holding SPYM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alpha Cubed Investments's SPYM Position: Q4 2025 in Review

Alpha Cubed Investments opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2025: 2,548 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings. This is a return to the name: Alpha Cubed Investments previously reported a position in SPYM as recently as Q2 2023.

Alpha Cubed Investments first reported a position in SPYM in Q1 2022 and has held it in 4 quarters since. The position peaked at $239K in Q1 2023. 1,592 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

Alpha Cubed Investments held 2,548 shares of State Street SPDR Portfolio S&P 500 ETF worth $204K as of Q4 2025.
State Street SPDR Portfolio S&P 500 ETF was a new Alpha Cubed Investments position in Q4 2025.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #280 holding.
Alpha Cubed Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 4 quarters since.
Alpha Cubed Investments's State Street SPDR Portfolio S&P 500 ETF position peaked at $239K in Q1 2023.
1,592 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.