DWA
SPYM

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

Delap Wealth Advisory’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
-4,451
Closed -$307K – 83
2024
Q4 		$307K Buy
+4,451
New +$309K 0.18% 56

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delap Wealth Advisory's SPYM Position: Q1 2025 in Review

Delap Wealth Advisory sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2025, closing a stake of 4,451 shares — an estimated $307K sold.

Delap Wealth Advisory first reported a position in SPYM in Q4 2024 and held it in 1 quarter. The position peaked at $307K in Q4 2024. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

  • Delap Wealth Advisory reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Delap Wealth Advisory sold 4,451 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $307K.
  • Delap Wealth Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's State Street SPDR Portfolio S&P 500 ETF position peaked at $307K in Q4 2024.
  • 1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Delap Wealth Advisory's 13F filing for Q1 2025, filed 8 May 2025.