Carolinas Wealth Consulting’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Carolinas Wealth Consulting’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	-1,060	Closed	-$69.7K	–	810
2025 Q1	$69.7K	Buy	1,060 +353	+50%	+$24.4K	0.02%	300
2024 Q4	$48.7K	Buy	707 +2	+0.3%	+$139	0.01%	364
2024 Q3	$47.6K	Buy	705 +1	+0.1%	+$65	0.01%	372
2024 Q2	$45K	Buy	704 +2	+0.3%	+$123	0.01%	381
2024 Q1	$43.2K	Buy	702 +277	+65%	+$16.2K	0.01%	397
2023 Q4	$23.8K	Hold	425	–	–	0.01%	426
2023 Q3	$20.9K	Hold	425	–	–	0.01%	423
2023 Q2	$22.1K	Sell	425 -273	-39%	-$13.5K	﹤0.01%	465
2023 Q1	$33.6K	Hold	698	–	–	0.01%	419
2022 Q4	$31.4K	Hold	698	–	–	0.01%	417
2022 Q3	$29K	Hold	698	–	–	0.01%	398
2022 Q2	$31K	Hold	698	–	–	0.01%	395
2022 Q1	$37K	Buy	+698	New	+$36.5K	0.01%	397

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Carolinas Wealth Consulting's SPYM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025, closing a stake of 1,060 shares — an estimated $69.7K sold.

Carolinas Wealth Consulting first reported a position in SPYM in Q1 2022 and held it in 13 quarters. The position peaked at $69.7K in Q1 2025. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

Carolinas Wealth Consulting reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,060 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $69.7K.
Carolinas Wealth Consulting first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and held it in 13 quarters.
Carolinas Wealth Consulting's State Street SPDR Portfolio S&P 500 ETF position peaked at $69.7K 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 Carolinas Wealth Consulting's 13F filing for Q2 2025.