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

Creekmur Asset 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 Q3	$62.3K	Buy	795 +4	+0.5%	+$302	0.01%	318
2025 Q2	$57.5K	Buy	791 +4	+0.5%	+$269	0.01%	324
2025 Q1	$51.8K	Buy	787 +7	+0.9%	+$484	0.01%	306
2024 Q4	$53.8K	Buy	780 +4	+0.5%	+$277	0.01%	220
2024 Q3	$52.4K	Buy	776 +755	+3,595%	+$49.1K	0.01%	231
2024 Q2	$1.34K	Buy	21 +5	+31%	+$308	﹤0.01%	752
2024 Q1	$984	Sell	16 -741	-98%	-$43.4K	﹤0.01%	716
2023 Q4	$42.3K	Buy	+757	New	+$39.7K	0.01%	325

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

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

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

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

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

KCM

Kedalion Capital Management London, United Kingdom $3.48B AUM 17.74% 1-Year Est. Return

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

Creekmur Asset Management's SPYM Position: Q3 2025 in Review

Creekmur Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.51% in Q3 2025, buying an estimated $302 and bringing the position to 795 shares worth $62.3K. The position accounts for 0.01% of the portfolio, ranked #318.

Creekmur Asset Management first reported a position in SPYM in Q4 2023 and has held it in 8 quarters since. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

Creekmur Asset Management held 795 shares of State Street SPDR Portfolio S&P 500 ETF worth $62.3K as of Q3 2025.
Creekmur Asset Management bought 4 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $302.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #318 holding.
Creekmur Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.