CAWM
SPYM

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

Capital A 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
Q2 		$93.2K Sell
1,667
-2,171
-57% -$146K 1.04% 16
2025
Q1 		$252K Sell
3,838
-20,045
-84% -$1.39M 0.26% 51
2024
Q4 		$1.65M Buy
+23,883
New +$1.66M 2.73% 6

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

Capital A Wealth Management's SPYM Position: Q2 2025 in Review

Capital A Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 57% in Q2 2025, selling an estimated $146K and leaving 1,667 shares worth $93.2K. The position accounts for 1.04% of the portfolio, ranked #16.

Capital A Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.65M in Q4 2024. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • Capital A Wealth Management held 1,667 shares of State Street SPDR Portfolio S&P 500 ETF worth $93.2K as of Q2 2025.
  • Capital A Wealth Management sold 2,171 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $146K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.04% of Capital A Wealth Management's portfolio in Q2 2025, its #16 holding.
  • Capital A Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.65M in Q4 2024.
  • 1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.