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

Aveo Capital Partners’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	-102,907	Closed	-$7.09M	–	309
2024 Q4	$7.09M	Sell	102,907 -11,922	-10%	-$826K	0.78%	31
2024 Q3	$7.75M	Buy	114,829 +7,334	+7%	+$477K	0.82%	30
2024 Q2	$6.88M	Sell	107,495 -8,402	-7%	-$517K	0.78%	36
2024 Q1	$6.97M	Sell	115,897 -12,395	-10%	-$726K	0.76%	33
2023 Q4	$7.17M	Sell	128,292 -6,115	-5%	-$320K	0.87%	30
2023 Q3	$6.76M	Sell	134,407 -5,690	-4%	-$298K	0.89%	27
2023 Q2	$7.3M	Buy	140,097 +11,424	+9%	+$564K	0.93%	28
2023 Q1	$6.2M	Buy	128,673 +11,012	+9%	+$517K	0.83%	34
2022 Q4	$5.29M	Buy	117,661 +25,137	+27%	+$1.14M	0.8%	36
2022 Q3	$3.88M	Sell	92,524 -25,689	-22%	-$1.2M	0.67%	31
2022 Q2	$5.24M	Sell	118,213 -4,919	-4%	-$237K	0.86%	27
2022 Q1	$6.54M	Buy	123,132 +4,898	+4%	+$256K	1.15%	14
2021 Q4	$6.6M	Sell	118,234 -24,354	-17%	-$1.32M	1.18%	12
2021 Q3	$7.2M	Sell	142,588 -2,140	-1%	-$111K	1.5%	11
2021 Q2	$7.28M	Buy	144,728 +5,077	+4%	+$249K	1.61%	10
2021 Q1	$6.51M	Buy	+139,651	New	+$6.33M	1.64%	9
2020 Q4	–	Sell	-144,346	Closed	-$5.68M	–	156
2020 Q3	$5.68M	Buy	+144,346	New	+$5.62M	2.05%	9

Other funds holding SPYM

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aveo Capital Partners's SPYM Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2025, closing a stake of 102,907 shares — an estimated $7.09M sold.

Aveo Capital Partners first reported a position in SPYM in Q3 2020 and held it in 17 quarters. The position peaked at $7.75M in Q3 2024. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

Aveo Capital Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 102,907 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $7.09M.
Aveo Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and held it in 17 quarters.
Aveo Capital Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.75M in Q3 2024.
1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.