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

Authentikos Wealth Advisory’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 Q1	–	Sell	-86,704	Closed	-$5.98M	–	98
2024 Q4	$5.98M	Sell	86,704 -4,953	-5%	-$343K	5.91%	2
2024 Q3	$6.19M	Buy	+91,657	New	+$5.96M	5.96%	2
2024 Q2	–	Sell	-100,015	Closed	-$6.15M	–	64
2024 Q1	$6.15M	Sell	100,015 -8,158	-8%	-$478K	6.18%	3
2023 Q4	$6.05M	Sell	108,173 -6,425	-6%	-$337K	6.41%	3
2023 Q3	$5.76M	Sell	114,598 -7,998	-7%	-$418K	5.56%	4
2023 Q2	$6.39M	Sell	122,596 -51,903	-30%	-$2.56M	6.03%	4
2023 Q1	$7.85M	Buy	+174,499	New	+$8.19M	7.94%	3

Other funds holding SPYM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Authentikos Wealth Advisory's SPYM Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2025, closing a stake of 86,704 shares — an estimated $5.98M sold.

Authentikos Wealth Advisory first reported a position in SPYM in Q1 2023 and held it in 7 quarters. The position peaked at $7.85M in Q1 2023. 1,292 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

Authentikos Wealth Advisory reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Authentikos Wealth Advisory sold 86,704 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $5.98M.
Authentikos Wealth Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and held it in 7 quarters.
Authentikos Wealth Advisory's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.85M in Q1 2023.
1,292 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.