Consolidated Portfolio Review Corp’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Consolidated Portfolio Review Corp’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	-12,642	Closed	-$992K	–	348
2025 Q3	$992K	Buy	12,642 +796	+7%	+$60K	0.12%	180
2025 Q2	$861K	Buy	11,846 +1,507	+15%	+$101K	0.12%	186
2025 Q1	$680K	Buy	10,339 +4,002	+63%	+$277K	0.11%	189
2024 Q4	$437K	Buy	6,337 +3,296	+108%	+$228K	0.07%	243
2024 Q3	$205K	Buy	+3,041	New	+$198K	0.05%	297

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

Consolidated Portfolio Review Corp's SPYM Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2025, closing a stake of 12,642 shares — an estimated $992K sold.

Consolidated Portfolio Review Corp first reported a position in SPYM in Q3 2024 and held it in 5 quarters. The position peaked at $992K in Q3 2025. 1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 12,642 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $992K.
Consolidated Portfolio Review Corp first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and held it in 5 quarters.
Consolidated Portfolio Review Corp's State Street SPDR Portfolio S&P 500 ETF position peaked at $992K in Q3 2025.
1,591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.