Claris Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Claris Advisors’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 Q4	–	Sell	-2,896	Closed	-$211K	–	74
2025 Q3	$211K	Hold	2,896	–	–	0.07%	67
2025 Q2	$211K	Buy	+2,896	New	+$195K	0.07%	67
2025 Q1	–	Sell	-3,186	Closed	-$220K	–	76
2024 Q4	$220K	Sell	3,186 -515	-14%	-$35.7K	0.08%	70
2024 Q3	$250K	Hold	3,701	–	–	0.11%	53
2024 Q2	$237K	Sell	3,701 -1,207	-25%	-$74.3K	0.12%	50
2024 Q1	$302K	Hold	4,908	–	–	0.15%	41
2023 Q4	$274K	Hold	4,908	–	–	0.15%	42
2023 Q3	$247K	Sell	4,908 -392	-7%	-$20.5K	0.16%	39
2023 Q2	$276K	Hold	5,300	–	–	0.19%	38
2023 Q1	$255K	Hold	5,300	–	–	0.19%	37
2022 Q4	$238K	Hold	5,300	–	–	0.23%	46
2022 Q3	$223K	Hold	5,300	–	–	0.26%	38
2022 Q2	$235K	Hold	5,300	–	–	0.25%	38
2022 Q1	$282K	Hold	5,300	–	–	0.3%	35
2021 Q4	$296K	Buy	+5,300	New	+$286K	0.31%	34

Other funds holding SPYM

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Claris Advisors's SPYM Position: Q4 2025 in Review

Claris Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2025, closing a stake of 2,896 shares — an estimated $211K sold.

Claris Advisors first reported a position in SPYM in Q4 2021 and held it in 15 quarters. The position peaked at $302K in Q1 2024. 1,589 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

Claris Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
Claris Advisors sold 2,896 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $211K.
Claris Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 15 quarters.
Claris Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $302K in Q1 2024.
1,589 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Claris Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.