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

Callan Capital’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 Q1	$388K	Buy	+5,897	New	+$408K	0.03%	240

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

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

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Callan Capital's SPYM Position: Q1 2025 in Review

Callan Capital opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2025: 5,897 shares worth $388K. The stake represents 0.03% of the portfolio and ranks #240 among its holdings.

1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

Callan Capital held 5,897 shares of State Street SPDR Portfolio S&P 500 ETF worth $388K as of Q1 2025.
State Street SPDR Portfolio S&P 500 ETF was a new Callan Capital position in Q1 2025.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Callan Capital's portfolio in Q1 2025, its #240 holding.
1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.