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

Avantax Advisory Services’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	$9.23M	Sell	127,027 -26,465	-17%	-$1.78M	0.05%	288
2025 Q1	$10.1M	Buy	153,492 +14,582	+10%	+$1.01M	0.06%	242
2024 Q4	$9.58M	Buy	138,910 +15,202	+12%	+$1.05M	0.06%	234
2024 Q3	$8.35M	Buy	123,708 +10,320	+9%	+$671K	0.05%	272
2024 Q2	$7.26M	Buy	113,388 +23,764	+27%	+$1.46M	0.05%	274
2024 Q1	$5.51M	Buy	89,624 +11,007	+14%	+$645K	0.05%	292
2023 Q4	$4.39M	Buy	78,617 +10,962	+16%	+$574K	0.04%	303
2023 Q3	$3.4M	Buy	67,655 +36,125	+115%	+$1.89M	0.04%	332
2023 Q2	$1.64M	Buy	31,530 +359	+1%	+$17.7K	0.02%	516
2023 Q1	$1.5M	Sell	31,171 -3,238	-9%	-$152K	0.02%	525
2022 Q4	$1.55M	Buy	34,409 +8,840	+35%	+$400K	0.02%	489
2022 Q3	$1.07M	Sell	25,569 -2,318	-8%	-$108K	0.02%	543
2022 Q2	$1.24M	Buy	27,887 +5,168	+23%	+$249K	0.02%	493
2022 Q1	$1.21M	Buy	22,719 +7,264	+47%	+$380K	0.02%	492
2021 Q4	$863K	Buy	15,455 +1,803	+13%	+$97.4K	0.01%	565
2021 Q3	$688K	Buy	13,652 +5,046	+59%	+$262K	0.01%	596
2021 Q2	$435K	Buy	8,606 +3,171	+58%	+$156K	0.01%	756
2021 Q1	$253K	Buy	+5,435	New	+$246K	0.01%	880

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

Avantax Advisory Services's SPYM Position: Q2 2025 in Review

Avantax Advisory Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q2 2025, selling an estimated $1.78M and leaving 127,027 shares worth $9.23M. The position accounts for 0.05% of the portfolio, ranked #288.

Avantax Advisory Services first reported a position in SPYM in Q1 2021 and has held it in 18 quarters since. The position peaked at $10.1M in Q1 2025. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

Avantax Advisory Services held 127,027 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.23M as of Q2 2025.
Avantax Advisory Services sold 26,465 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $1.78M.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #288 holding.
Avantax Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 18 quarters since.
Avantax Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.1M 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 Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.