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

Apollon 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
2026 Q1	$8.55M	Sell	111,750 -7,561	-6%	-$605K	1.18%	19
2025 Q4	$9.57M	Sell	119,311 -9,854	-8%	-$784K	1.39%	17
2025 Q3	$10.1M	Sell	129,165 -5,306	-4%	-$400K	1.68%	14
2025 Q2	$9.77M	Sell	134,471 -9,958	-7%	-$670K	2.04%	11
2025 Q1	$9.5M	Sell	144,429 -9,489	-6%	-$656K	2.23%	10
2024 Q4	$10.6M	Sell	153,918 -2,495	-2%	-$173K	2.63%	10
2024 Q3	$10.6M	Sell	156,413 -7,009	-4%	-$456K	3.11%	8
2024 Q2	$10.5M	Sell	163,422 -13,922	-8%	-$857K	3.38%	8
2024 Q1	$10.9M	Sell	177,344 -1,594	-0.9%	-$93.4K	3.77%	6
2023 Q4	$10M	Buy	+178,938	New	+$9.37M	3.94%	5

Other funds holding SPYM

Jones Financial Companies

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B 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 $134B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management

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