D
SPYM

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

Dentgroup’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 		$2.1M Buy
26,134
+1,213
+5% +$96.5K 1.44% 22
2025
Q3 		$1.95M Sell
24,921
-1,657
-6% -$125K 1.26% 25
2025
Q2 		$1.93M Sell
26,578
-3,894
-13% -$262K 1.34% 23
2025
Q1 		$2M Sell
30,472
-2,532
-8% -$175K 1.5% 19
2024
Q4 		$2.28M Sell
33,004
-20,946
-39% -$1.45M 1.74% 17
2024
Q3 		$3.64M Sell
53,950
-33,717
-38% -$2.19M 2.72% 11
2024
Q2 		$5.61M Sell
87,667
-55,753
-39% -$3.43M 4.52% 4
2024
Q1 		$8.82M Sell
143,420
-8,036
-5% -$471K 7.3% 1
2023
Q4 		$8.47M Buy
151,456
+81,789
+117% +$4.28M 7.52% 1
2023
Q3 		$3.5M Sell
69,667
-15,298
-18% -$800K 2.58% 10
2023
Q2 		$4.43M Buy
84,965
+11,479
+16% +$566K 3.2% 6
2023
Q1 		$3.54M Sell
73,486
-1,729
-2% -$81.1K 2.84% 7
2022
Q4 		$3.38M Buy
75,215
+12,380
+20% +$560K 2.92% 8
2022
Q3 		$2.64M Buy
62,835
+46,684
+289% +$2.18M 2.65% 10
2022
Q2 		$716K Buy
16,151
+1,151
+8% +$55.5K 0.8% 35
2022
Q1 		$797K Buy
15,000
+4,412
+42% +$231K 0.77% 35
2021
Q4 		$591K Buy
+10,588
New +$572K 0.56% 44

Other funds holding SPYM

Betterment LLC
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dentgroup's SPYM Position: Q4 2025 in Review

Dentgroup increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.9% in Q4 2025, buying an estimated $96.5K and bringing the position to 26,134 shares worth $2.1M. The position accounts for 1.44% of the portfolio, ranked #22.

Dentgroup first reported a position in SPYM in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.82M in Q1 2024. 1,589 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

  • Dentgroup held 26,134 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.1M as of Q4 2025.
  • Dentgroup bought 1,213 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $96.5K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.44% of Dentgroup's portfolio in Q4 2025, its #22 holding.
  • Dentgroup first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
  • Dentgroup's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.82M in Q1 2024.
  • 1,589 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.