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

Bray Capital Advisors’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
2024 Q4	$22.1K	Buy	320 +30	+10%	+$2.08K	0.01%	212
2024 Q3	$19.6K	Hold	290	–	–	﹤0.01%	214
2024 Q2	$18.6K	Hold	290	–	–	﹤0.01%	213
2024 Q1	$17.8K	Buy	290 +30	+12%	+$1.76K	﹤0.01%	220
2023 Q4	$14.5K	Hold	260	–	–	﹤0.01%	222
2023 Q3	$13.1K	Hold	260	–	–	﹤0.01%	224
2023 Q2	$13.5K	Hold	260	–	–	﹤0.01%	226
2023 Q1	$12.5K	Hold	260	–	–	﹤0.01%	241
2022 Q4	$11.7K	Hold	260	–	–	﹤0.01%	239
2022 Q3	$11K	Hold	260	–	–	﹤0.01%	252
2022 Q2	$12K	Hold	260	–	–	﹤0.01%	242
2022 Q1	$14K	Hold	260	–	–	﹤0.01%	242
2021 Q4	$15K	Hold	260	–	–	﹤0.01%	241
2021 Q3	$13K	Hold	260	–	–	﹤0.01%	240
2021 Q2	$13K	Hold	260	–	–	﹤0.01%	237
2021 Q1	$12K	Hold	260	–	–	﹤0.01%	240
2020 Q4	$11K	Hold	260	–	–	﹤0.01%	243
2020 Q3	$10K	Hold	260	–	–	﹤0.01%	237
2020 Q2	$9K	Hold	260	–	–	﹤0.01%	239
2020 Q1	$8K	Hold	260	–	–	﹤0.01%	241
2019 Q4	$10K	Hold	260	–	–	﹤0.01%	245
2019 Q3	$9K	Hold	260	–	–	﹤0.01%	258
2019 Q2	$9K	Hold	260	–	–	﹤0.01%	270
2019 Q1	$9K	Hold	260	–	–	﹤0.01%	258
2018 Q4	$8K	Hold	260	–	–	﹤0.01%	261
2018 Q3	$9K	Hold	260	–	–	﹤0.01%	269
2018 Q2	$8K	Hold	260	–	–	﹤0.01%	322
2018 Q1	$8K	Buy	+260	New	+$8.32K	﹤0.01%	321
2015 Q4	–	Sell	-200	Closed	-$4K	–	279
2015 Q3	$4K	Hold	200	–	–	﹤0.01%	369
2015 Q2	$5K	Buy	+200	New	+$4.97K	﹤0.01%	388

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bray Capital Advisors's SPYM Position: Q4 2024 in Review

Bray Capital Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10% in Q4 2024, buying an estimated $2.08K and bringing the position to 320 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #212.

Bray Capital Advisors first reported a position in SPYM in Q2 2015 and has held it in 30 quarters since. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

Bray Capital Advisors held 320 shares of State Street SPDR Portfolio S&P 500 ETF worth $22.1K as of Q4 2024.
Bray Capital Advisors bought 30 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $2.08K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #212 holding.
Bray Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2015 and has held it in 30 quarters since.
1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.