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

Clearview Wealth 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	$6.5M	Buy	81,063 +997	+1%	+$79.3K	4.12%	6
2025 Q3	$6.27M	Sell	80,066 -703	-0.9%	-$53K	4.02%	6
2025 Q2	$5.87M	Sell	80,769 -44,184	-35%	-$2.97M	4.09%	6
2025 Q1	$8.22M	Sell	124,953 -8,346	-6%	-$577K	6.14%	4
2024 Q4	$9.19M	Sell	133,299 -9,567	-7%	-$663K	6.99%	4
2024 Q3	$9.64M	Sell	142,866 -1,772	-1%	-$115K	7.43%	4
2024 Q2	$9.26M	Sell	144,638 -125,502	-46%	-$7.73M	8.08%	3
2024 Q1	$16.6M	Buy	270,140 +157,632	+140%	+$9.23M	16.96%	1
2023 Q4	$6.29M	Buy	112,508 +5,762	+5%	+$302K	7.33%	1
2023 Q3	$5.37M	Buy	106,746 +2,449	+2%	+$128K	6.64%	1
2023 Q2	$5.43M	Sell	104,297 -6,208	-6%	-$306K	5.52%	1
2023 Q1	$5.32M	Sell	110,505 -152,106	-58%	-$7.14M	5.39%	1
2022 Q4	$11.8M	Sell	262,611 -71,191	-21%	-$3.22M	9.13%	2
2022 Q3	$14M	Buy	333,802 +20,048	+6%	+$936K	11.11%	2
2022 Q2	$13.9M	Sell	313,754 -30,522	-9%	-$1.47M	10.42%	1
2022 Q1	$18.3M	Buy	344,276 +130,297	+61%	+$6.82M	12.01%	1
2021 Q4	$11.9M	Buy	213,979 +33,357	+18%	+$1.8M	7.28%	2
2021 Q3	$9.11M	Buy	180,622 +3,455	+2%	+$179K	5.77%	2
2021 Q2	$8.92M	Buy	177,167 +1,443	+0.8%	+$70.8K	5.51%	3
2021 Q1	$8.19M	Sell	175,724 -25,761	-13%	-$1.17M	5.31%	3
2020 Q4	$8.86M	Buy	+201,485	New	+$8.4M	5.95%	2

Other funds holding SPYM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearview Wealth Advisors's SPYM Position: Q4 2025 in Review

Clearview Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.2% in Q4 2025, buying an estimated $79.3K and bringing the position to 81,063 shares worth $6.5M. The position accounts for 4.12% of the portfolio, ranked #6.

Clearview Wealth Advisors first reported a position in SPYM in Q4 2020 and has held it in 21 quarters since. The position peaked at $18.3M in Q1 2022. 1,592 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

Clearview Wealth Advisors held 81,063 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.5M as of Q4 2025.
Clearview Wealth Advisors bought 997 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $79.3K.
State Street SPDR Portfolio S&P 500 ETF made up 4.12% of Clearview Wealth Advisors's portfolio in Q4 2025, its #6 holding.
Clearview Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
Clearview Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $18.3M in Q1 2022.
1,592 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.