BFS
SPYM

Burkett Financial Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Burkett Financial Services’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
-716
Closed -$47.1K – 247
2025
Q1 		$47.1K Buy
+716
New +$49.5K 0.02% 90

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Burkett Financial Services's SPYM Position: Q2 2025 in Review

Burkett Financial Services sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025, closing a stake of 716 shares — an estimated $47.1K sold.

Burkett Financial Services first reported a position in SPYM in Q1 2025 and held it in 1 quarter. The position peaked at $47.1K in Q1 2025. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • Burkett Financial Services reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 716 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $47.1K.
  • Burkett Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and held it in 1 quarter.
  • Burkett Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $47.1K in Q1 2025.
  • 1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.