AFM
SPYM

Armstrong Fleming & Moore’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Armstrong Fleming & Moore’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 		– Sell
-50,998
Closed -$3.35M – 152
2025
Q1 		$3.35M Buy
+50,998
New +$3.53M 4.06% 3

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Armstrong Fleming & Moore's SPYM Position: Q2 2025 in Review

Armstrong Fleming & Moore sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025, closing a stake of 50,998 shares — an estimated $3.35M sold.

Armstrong Fleming & Moore first reported a position in SPYM in Q1 2025 and held it in 1 quarter. The position peaked at $3.35M in Q1 2025. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • Armstrong Fleming & Moore reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Armstrong Fleming & Moore sold 50,998 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $3.35M.
  • Armstrong Fleming & Moore first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and held it in 1 quarter.
  • Armstrong Fleming & Moore's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.35M in Q1 2025.
  • 1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Armstrong Fleming & Moore's 13F filing for Q2 2025, filed 23 Jul 2025.