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

Atlas Capital 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
2025 Q2	$36.3K	Hold	500	–	–	﹤0.01%	654
2025 Q1	$32.9K	Hold	500	–	–	﹤0.01%	676
2024 Q4	$34.5K	Hold	500	–	–	﹤0.01%	658
2024 Q3	$33.8K	Hold	500	–	–	0.01%	627
2024 Q2	$32K	Hold	500	–	–	﹤0.01%	641
2024 Q1	$30.8K	Hold	500	–	–	﹤0.01%	631
2023 Q4	$27.9K	Buy	+500	New	+$26.2K	﹤0.01%	658

Other funds holding SPYM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Atlas Capital Advisors's SPYM Position: Q2 2025 in Review

Atlas Capital Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2025 at 500 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Atlas Capital Advisors first reported a position in SPYM in Q4 2023 and has held it in 7 quarters since. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

Atlas Capital Advisors held 500 shares of State Street SPDR Portfolio S&P 500 ETF worth $36.3K as of Q2 2025.
Atlas Capital Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2025.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #654 holding.
Atlas Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.