Bank Hapoalim BM’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bank Hapoalim BM’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 Q3	–	Sell	-459,000	Closed	-$30.2M	–	132
2025 Q2	$30.2M	Hold	459,000	–	–	4.12%	7
2025 Q1	$30.2M	Buy	459,000 +53,000	+13%	+$3.67M	4.38%	7
2024 Q4	$28M	Hold	406,000	–	–	4.53%	4
2024 Q3	$27.4M	Sell	406,000 -81,000	-17%	-$5.27M	4.15%	4
2024 Q2	$31.2M	Buy	487,000 +255,000	+110%	+$15.7M	4.41%	3
2024 Q1	$14.3M	Buy	232,000 +133,000	+134%	+$7.79M	1.85%	15
2023 Q4	$5.54M	Hold	99,000	–	–	0.76%	40
2023 Q3	$4.98M	Buy	+99,000	New	+$5.18M	0.81%	39
2023 Q1	–	Sell	-200,400	Closed	-$9.01M	–	169
2022 Q4	$9.01M	Hold	200,400	–	–	1.12%	31
2022 Q3	$8.41M	Sell	200,400 -104,600	-34%	-$4.88M	1.06%	34
2022 Q2	$13.5M	Hold	305,000	–	–	1.68%	17
2022 Q1	$16.2M	Hold	305,000	–	–	1.69%	12
2021 Q4	$17M	Buy	305,000 +147,900	+94%	+$7.99M	1.71%	14
2021 Q3	$15.4M	Buy	157,100 +107,057	+214%	+$5.55M	1.61%	12
2021 Q2	$15.5M	Buy	+50,043	New	+$2.46M	1.76%	11

Other funds holding SPYM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

KCM

Kedalion Capital Management London, United Kingdom $3.48B AUM 17.74% 1-Year Est. Return

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

Bank Hapoalim BM's SPYM Position: Q3 2025 in Review

Bank Hapoalim BM sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2025, closing a stake of 459,000 shares — an estimated $30.2M sold.

Bank Hapoalim BM first reported a position in SPYM in Q2 2021 and held it in 15 quarters. The position peaked at $31.2M in Q2 2024. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

Bank Hapoalim BM reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
Bank Hapoalim BM sold 459,000 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $30.2M.
Bank Hapoalim BM first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and held it in 15 quarters.
Bank Hapoalim BM's State Street SPDR Portfolio S&P 500 ETF position peaked at $31.2M in Q2 2024.
1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on Bank Hapoalim BM's 13F filing for Q3 2025, filed 29 Oct 2025.