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

Blueprint Investment 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 Q2	–	Sell	-12,742	Closed	-$838K	–	101
2025 Q1	$838K	Buy	+12,742	New	+$881K	0.15%	73
2022 Q4	–	Sell	-2,593	Closed	-$109K	–	252
2022 Q3	$109K	Sell	2,593 -21,557	-89%	-$1.01M	0.03%	154
2022 Q2	$1.07M	Buy	+24,150	New	+$1.16M	0.29%	59

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

Blueprint Investment Partners's SPYM Position: Q2 2025 in Review

Blueprint Investment Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025, closing a stake of 12,742 shares — an estimated $838K sold.

Blueprint Investment Partners first reported a position in SPYM in Q2 2022 and held it in 3 quarters. The position peaked at $1.07M in Q2 2022. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

Blueprint Investment Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Blueprint Investment Partners sold 12,742 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $838K.
Blueprint Investment Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and held it in 3 quarters.
Blueprint Investment Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.07M in Q2 2022.
1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Blueprint Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.