APW
SPYM

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

Austin Private Wealth’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 		$91M Buy
1,133,896
+21,230
+2% +$1.69M 6.76% 1
2025
Q3 		$87.2M Sell
1,112,666
-20,048
-2% -$1.51M 6.61% 1
2025
Q2 		$82.3M Sell
1,132,714
-679,968
-38% -$45.7M 6.49% 1
2025
Q1 		$119M Sell
1,812,682
-30,869
-2% -$2.13M 10.66% 1
2024
Q4 		$127M Buy
1,843,551
+3,848
+0.2% +$267K 11.77% 1
2024
Q3 		$124M Sell
1,839,703
-22,857
-1% -$1.49M 11.95% 1
2024
Q2 		$119M Sell
1,862,560
-142,565
-7% -$8.78M 12.83% 1
2024
Q1 		$122M Sell
2,005,125
-363,888
-15% -$21.3M 14.09% 1
2023
Q4 		$132M Buy
2,369,013
+379,273
+19% +$19.9M 16.73% 1
2023
Q3 		$100M Buy
1,989,740
+507,942
+34% +$26.6M 14.47% 1
2023
Q2 		$77.2M Buy
1,481,798
+96,630
+7% +$4.77M 11.15% 2
2023
Q1 		$66.7M Buy
1,385,168
+50,981
+4% +$2.39M 10.64% 2
2022
Q4 		$60M Buy
1,334,187
+143,615
+12% +$6.49M 10.52% 2
2022
Q3 		$50M Buy
1,190,572
+197,673
+20% +$9.23M 10.49% 2
2022
Q2 		$44M Buy
992,899
+268,438
+37% +$12.9M 9.74% 3
2022
Q1 		$38.5M Buy
724,461
+280,660
+63% +$14.7M 7.69% 3
2021
Q4 		$24.8M Buy
443,801
+71,203
+19% +$3.84M 4.94% 4
2021
Q3 		$18.8M Buy
372,598
+48,202
+15% +$2.5M 3.98% 7
2021
Q2 		$16.3M Buy
324,396
+13,547
+4% +$665K 3.77% 7
2021
Q1 		$14.5M Buy
310,849
+10,696
+4% +$485K 3.81% 7
2020
Q4 		$13.2M Buy
300,153
+143,148
+91% +$5.97M 3.82% 8
2020
Q3 		$6.18M Buy
157,005
+56,722
+57% +$2.21M 2.31% 10
2020
Q2 		$3.63M Buy
100,283
+27,599
+38% +$949K 1.58% 12
2020
Q1 		$2.2M Buy
72,684
+23,924
+49% +$858K 1.33% 13
2019
Q4 		$1.84M Buy
+48,760
New +$1.76M 0.96% 14

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Austin Private Wealth's SPYM Position: Q4 2025 in Review

Austin Private Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.9% in Q4 2025, buying an estimated $1.69M and bringing the position to 1,133,896 shares worth $91M. The position accounts for 6.76% of the portfolio, ranked #1.

Austin Private Wealth first reported a position in SPYM in Q4 2019 and has held it in 25 quarters since. The position peaked at $132M in Q4 2023. 1,589 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

  • Austin Private Wealth held 1,133,896 shares of State Street SPDR Portfolio S&P 500 ETF worth $91M as of Q4 2025.
  • Austin Private Wealth bought 21,230 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $1.69M.
  • State Street SPDR Portfolio S&P 500 ETF made up 6.76% of Austin Private Wealth's portfolio in Q4 2025, its #1 holding.
  • Austin Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • Austin Private Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $132M in Q4 2023.
  • 1,589 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.