Donald L. Hagan LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Donald L. Hagan LLC’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	$6.59M	Sell	84,113 -5,603	-6%	-$423K	3.23%	8
2025 Q2	$6.52M	Buy	89,716 +2,181	+2%	+$147K	3.26%	7
2025 Q1	$5.76M	Buy	87,535 +5,789	+7%	+$400K	3%	7
2024 Q4	$5.64M	Buy	+81,746	New	+$5.67M	2.93%	6
2024 Q2	–	Sell	-6,741	Closed	-$415K	–	107
2024 Q1	$415K	Sell	6,741 -891	-12%	-$52.2K	0.22%	79
2023 Q4	$427K	Sell	7,632 -95,172	-93%	-$4.99M	0.23%	70
2023 Q3	$5.17M	Buy	102,804 +1,275	+1%	+$66.7K	3.09%	5
2023 Q2	$5.29M	Sell	101,529 -3,263	-3%	-$161K	2.98%	6
2023 Q1	$5.05M	Buy	104,792 +15,525	+17%	+$728K	2.78%	5
2022 Q4	$4.02M	Buy	+89,267	New	+$4.03M	2.53%	5

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

Donald L. Hagan LLC's SPYM Position: Q3 2025 in Review

Donald L. Hagan LLC reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.2% in Q3 2025, selling an estimated $423K and leaving 84,113 shares worth $6.59M. The position accounts for 3.23% of the portfolio, ranked #8.

Donald L. Hagan LLC first reported a position in SPYM in Q4 2022 and has held it in 10 quarters since. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

Donald L. Hagan LLC held 84,113 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.59M as of Q3 2025.
Donald L. Hagan LLC sold 5,603 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $423K.
State Street SPDR Portfolio S&P 500 ETF made up 3.23% of Donald L. Hagan LLC's portfolio in Q3 2025, its #8 holding.
Donald L. Hagan LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 10 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 Donald L. Hagan LLC's 13F filing for Q3 2025, filed 16 Oct 2025.