Copperwynd Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Copperwynd Financial’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 Q1	–	Sell	-169,751	Closed	-$11.7M	–	153
2024 Q4	$11.7M	Sell	169,751 -146,782	-46%	-$10.2M	3.23%	10
2024 Q3	$21.4M	Buy	+316,533	New	+$20.6M	6.43%	5
2022 Q4	–	Sell	-312,321	Closed	-$13.1M	–	141
2022 Q3	$13.1M	Buy	+312,321	New	+$14.6M	7.55%	2
2021 Q3	–	Sell	-16,161	Closed	-$813K	–	126
2021 Q2	$813K	Buy	+16,161	New	+$793K	0.35%	42
2020 Q1	–	Sell	-159,279	Closed	-$6.02M	–	107
2019 Q4	$6.02M	Buy	+159,279	New	+$5.76M	3.19%	10
2019 Q3	–	Sell	-203,670	Closed	-$7.04M	–	113
2019 Q2	$7.04M	Sell	203,670 -16,633	-8%	-$564K	4.04%	8
2019 Q1	$7.32M	Buy	+220,303	New	+$7.03M	4.39%	6
2018 Q3	–	Sell	-297,792	Closed	-$9.49M	–	102
2018 Q2	$9.49M	Sell	297,792 -170,383	-36%	-$5.41M	6.67%	2
2018 Q1	$14.5M	Buy	468,175 +406,150	+655%	+$13M	9.93%	2
2017 Q4	$1.94M	Buy	+62,025	New	+$1.89M	1.42%	16

Other funds holding SPYM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UIM

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Copperwynd Financial's SPYM Position: Q1 2025 in Review

Copperwynd Financial sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2025, closing a stake of 169,751 shares — an estimated $11.7M sold.

Copperwynd Financial first reported a position in SPYM in Q4 2017 and held it in 10 quarters. The position peaked at $21.4M in Q3 2024. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

Copperwynd Financial reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Copperwynd Financial sold 169,751 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $11.7M.
Copperwynd Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and held it in 10 quarters.
Copperwynd Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $21.4M in Q3 2024.
1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Copperwynd Financial's 13F filing for Q1 2025, filed 5 May 2025.