EF
SPYM

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

Elite Financial’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
Q2 		– Sell
-178
Closed -$11K – 103
2025
Q1 		$11K Buy
+178
New +$12.3K 0.01% 109

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Elite Financial's SPYM Position: Q2 2025 in Review

Elite Financial sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025, closing a stake of 178 shares — an estimated $11K sold.

Elite Financial first reported a position in SPYM in Q1 2025 and held it in 1 quarter. The position peaked at $11K in Q1 2025. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • Elite Financial reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Elite Financial sold 178 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $11K.
  • Elite Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and held it in 1 quarter.
  • Elite Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $11K in Q1 2025.
  • 1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Elite Financial's 13F filing for Q2 2025, filed 11 Aug 2025.