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

Congress 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	$6.93M	Buy	95,382 +385	+0.4%	+$25.9K	0.07%	322
2025 Q1	$6.25M	Buy	94,997 +50,635	+114%	+$3.5M	0.07%	290
2024 Q4	$3.06M	Buy	44,362 +59	+0.1%	+$4.09K	0.04%	352
2024 Q3	$2.99M	Sell	44,303 -5,917	-12%	-$385K	0.04%	369
2024 Q2	$3.21M	Buy	+50,220	New	+$3.09M	0.05%	297
2023 Q4	–	Sell	-55,218	Closed	-$2.78M	–	664
2023 Q3	$2.78M	Sell	55,218 -3,245	-6%	-$170K	0.06%	271
2023 Q2	$3.05M	Sell	58,463 -2,889	-5%	-$143K	0.07%	232
2023 Q1	$2.95M	Sell	61,352 -2,860	-4%	-$134K	0.07%	236
2022 Q4	$2.89M	Sell	64,212 -3,787	-6%	-$171K	0.07%	228
2022 Q3	$2.85M	Buy	67,999 +11,654	+21%	+$544K	0.08%	236
2022 Q2	$2.5M	Sell	56,345 -27,315	-33%	-$1.32M	0.06%	258
2022 Q1	$4.45M	Sell	83,660 -181,570	-68%	-$9.51M	0.1%	220
2021 Q4	$14.8M	Buy	+265,230	New	+$14.3M	0.29%	89

Other funds holding SPYM

Betterment LLC New York $59.1B AUM 18.41% 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

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

UIM

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

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

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

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

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

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

Congress Wealth Management's SPYM Position: Q2 2025 in Review

Congress Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.41% in Q2 2025, buying an estimated $25.9K and bringing the position to 95,382 shares worth $6.93M. The position accounts for 0.07% of the portfolio, ranked #322.

Congress Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 13 quarters since. The position peaked at $14.8M in Q4 2021. 1,372 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

Congress Wealth Management held 95,382 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.93M as of Q2 2025.
Congress Wealth Management bought 385 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $25.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #322 holding.
Congress Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 13 quarters since.
Congress Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $14.8M in Q4 2021.
1,372 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.