ETS
SPYM

ESL Trust Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

ESL Trust Services’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
2024
Q4 		– Sell
-643
Closed -$43.4K – 348
2024
Q3 		$43.4K Hold
643
– – 0.01% 65
2024
Q2 		$41.2K Hold
643
– – 0.01% 68
2024
Q1 		$39.6K Buy
+643
New +$37.7K 0.01% 62

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $374B AUM 17.66% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ESL Trust Services's SPYM Position: Q4 2024 in Review

ESL Trust Services sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024, closing a stake of 643 shares — an estimated $43.4K sold.

ESL Trust Services first reported a position in SPYM in Q1 2024 and held it in 3 quarters. The position peaked at $43.4K in Q3 2024. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

  • ESL Trust Services reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • ESL Trust Services sold 643 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $43.4K.
  • ESL Trust Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and held it in 3 quarters.
  • ESL Trust Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $43.4K in Q3 2024.
  • 1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on ESL Trust Services's 13F filing for Q4 2024, filed 14 Feb 2025.