Brass Tax Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Brass Tax Wealth Management’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	$1.64M	Buy	20,971 +500	+2%	+$37.7K	0.27%	46
2025 Q2	$1.49M	Sell	20,471 -1,030	-5%	-$69.3K	0.29%	47
2025 Q1	$1.41M	Sell	21,501 -313	-1%	-$21.6K	0.3%	44
2024 Q4	$1.5M	Sell	21,814 -541	-2%	-$37.5K	0.32%	41
2024 Q3	$1.51M	Sell	22,355 -7,868	-26%	-$512K	0.32%	40
2024 Q2	$1.93M	Buy	+30,223	New	+$1.86M	0.84%	27

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

Brass Tax Wealth Management's SPYM Position: Q3 2025 in Review

Brass Tax Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.4% in Q3 2025, buying an estimated $37.7K and bringing the position to 20,971 shares worth $1.64M. The position accounts for 0.27% of the portfolio, ranked #46.

Brass Tax Wealth Management first reported a position in SPYM in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.93M in Q2 2024. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

Brass Tax Wealth Management held 20,971 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.64M as of Q3 2025.
Brass Tax Wealth Management bought 500 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $37.7K.
State Street SPDR Portfolio S&P 500 ETF made up 0.27% of Brass Tax Wealth Management's portfolio in Q3 2025, its #46 holding.
Brass Tax Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 6 quarters since.
Brass Tax Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.93M 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 Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.