AWS
SPYM

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

Atria Wealth Solutions’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
2023
Q4 		– Sell
-7,800
Closed -$392K – 2018
2023
Q3 		$392K Buy
+7,800
New +$408K 0.01% 1252

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

Atria Wealth Solutions's SPYM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10% in Q2 2025, selling an estimated $2.54M and leaving 337,033 shares worth $24.5M. The position accounts for 0.55% of the portfolio, ranked #24.

Atria Wealth Solutions first reported a position in SPYM in Q1 2022 and has held it in 14 quarters since. The position peaked at $29.9M in Q4 2024. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • Atria Wealth Solutions held 337,033 shares of State Street SPDR Portfolio S&P 500 ETF worth $24.5M as of Q2 2025.
  • Atria Wealth Solutions sold 37,786 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $2.54M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.55% of Atria Wealth Solutions's portfolio in Q2 2025, its #24 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $29.9M in Q4 2024.
  • 1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.