DFA
SPYM

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

Davies Financial 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 		– Sell
-16,578
Closed -$1.3M – 56
2025
Q3 		$1.3M Sell
16,578
-88
-0.5% -$6.64K 1.05% 21
2025
Q2 		$1.21M Buy
+16,666
New +$1.12M 0.94% 23

Other funds holding SPYM

Betterment LLC
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Davies Financial Advisors's SPYM Position: Q4 2025 in Review

Davies Financial Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2025, closing a stake of 16,578 shares — an estimated $1.3M sold.

Davies Financial Advisors first reported a position in SPYM in Q2 2025 and held it in 2 quarters. The position peaked at $1.3M in Q3 2025. 1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

  • Davies Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 16,578 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $1.3M.
  • Davies Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and held it in 2 quarters.
  • Davies Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.3M 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 Davies Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.