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

Churchill 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	$220K	Sell	3,030 -20,115	-87%	-$1.35M	﹤0.01%	146
2025 Q1	$1.52M	Buy	23,145 +14,529	+169%	+$1M	0.02%	120
2024 Q4	$594K	Buy	8,616 +2,706	+46%	+$188K	0.01%	146
2024 Q3	$399K	Hold	5,910	–	–	﹤0.01%	144
2024 Q2	$378K	Buy	5,910 +1,240	+27%	+$76.3K	﹤0.01%	148
2024 Q1	$287K	Sell	4,670 -5,400	-54%	-$316K	﹤0.01%	147
2023 Q4	$563K	Sell	10,070 -3,545	-26%	-$186K	0.01%	133
2023 Q3	$684K	Sell	13,615 -1,246	-8%	-$65.2K	0.01%	139
2023 Q2	$774K	Sell	14,861 -2,723	-15%	-$134K	0.01%	134
2023 Q1	$847K	Sell	17,584 -28,457	-62%	-$1.34M	0.02%	127
2022 Q4	$2.07M	Buy	+46,041	New	+$2.08M	0.05%	107
2022 Q1	–	Sell	-27,923	Closed	-$1.56M	–	156
2021 Q4	$1.56M	Buy	27,923 +18,346	+192%	+$991K	0.02%	139
2021 Q3	$483K	Buy	9,577 +2,691	+39%	+$140K	0.01%	132
2021 Q2	$347K	Sell	6,886 -1,202	-15%	-$59K	0.01%	135
2021 Q1	$377K	Buy	8,088 +2,919	+56%	+$132K	0.01%	131
2020 Q4	$227K	Buy	+5,169	New	+$216K	﹤0.01%	129

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

Churchill Management's SPYM Position: Q2 2025 in Review

Churchill Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 87% in Q2 2025, selling an estimated $1.35M and leaving 3,030 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Churchill Management first reported a position in SPYM in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.07M in Q4 2022. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

Churchill Management held 3,030 shares of State Street SPDR Portfolio S&P 500 ETF worth $220K as of Q2 2025.
Churchill Management sold 20,115 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $1.35M.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Churchill Management's portfolio in Q2 2025, its #146 holding.
Churchill Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 16 quarters since.
Churchill Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.07M in Q4 2022.
1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.