CT
SPYM

Caldwell Trust’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Caldwell Trust’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
2022
Q2 		– Sell
-1,370
Closed -$72.8K – 759
2022
Q1 		$72.8K Buy
+1,370
New +$71.7K 0.01% 401

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Caldwell Trust's SPYM Position: Q2 2022 in Review

Caldwell Trust sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2022, closing a stake of 1,370 shares — an estimated $72.8K sold.

Caldwell Trust first reported a position in SPYM in Q1 2022 and held it in 1 quarter. The position peaked at $72.8K in Q1 2022. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

  • Caldwell Trust reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
  • Caldwell Trust sold 1,370 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $72.8K.
  • Caldwell Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and held it in 1 quarter.
  • Caldwell Trust's State Street SPDR Portfolio S&P 500 ETF position peaked at $72.8K in Q1 2022.
  • 620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

Based on Caldwell Trust's 13F filing for Q2 2022, filed 2 Oct 2025.