EWM
SPYM

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

Executive Wealth Management’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 		$29.3M Buy
425,367
+8,319
+2% +$577K 2.3% 8
2024
Q3 		$28.2M Sell
417,048
-13,251
-3% -$862K 2.21% 9
2024
Q2 		$27.5M Buy
430,299
+16,522
+4% +$1.02M 5.05% 4
2024
Q1 		$25.4M Sell
413,777
-165,391
-29% -$9.69M 2.23% 8
2023
Q4 		$32.4M Buy
579,168
+16,261
+3% +$852K 3.05% 7
2023
Q3 		$28.3M Buy
562,907
+109,113
+24% +$5.71M 2.93% 9
2023
Q2 		$23.6M Buy
453,794
+13,883
+3% +$685K 2.45% 8
2023
Q1 		$21.2M Buy
439,911
+30,523
+7% +$1.43M 2.35% 9
2022
Q4 		$18.4M Buy
409,388
+392,663
+2,348% +$17.7M 2.26% 9
2022
Q3 		$16.7K Sell
16,725
-371,512
-96% -$17.3M 2.33% 11
2022
Q2 		$17.2M Sell
388,237
-5,334
-1% -$257K 2.31% 8
2022
Q1 		$20.9M Sell
393,571
-80,209
-17% -$4.2M 2.27% 10
2021
Q4 		$26.5M Buy
473,780
+3,730
+0.8% +$201K 2.63% 8
2021
Q3 		$23.7M Buy
470,050
+60,487
+15% +$3.14M 2.62% 9
2021
Q2 		$20.6M Buy
409,563
+15,091
+4% +$741K 2.26% 9
2021
Q1 		$18.4M Buy
394,472
+21,648
+6% +$982K 2.16% 11
2020
Q4 		$16.4M Sell
372,824
-50,080
-12% -$2.09M 2.01% 13
2020
Q3 		$16.6M Buy
422,904
+60,631
+17% +$2.36M 2.3% 10
2020
Q2 		$13.1M Buy
362,273
+287,390
+384% +$9.88M 1.97% 13
2020
Q1 		$2.27M Sell
74,883
-1,777,813
-96% -$63.8M 0.4% 48
2019
Q4 		$70.1M Buy
1,852,696
+49,919
+3% +$1.81M 9.59% 1
2019
Q3 		$62.8M Buy
1,802,777
+313,213
+21% +$10.9M 9.53% 1
2019
Q2 		$51.5M Buy
1,489,564
+235,572
+19% +$7.98M 7.28% 1
2019
Q1 		$41.7M Sell
1,253,992
-267,883
-18% -$8.55M 7.44% 2
2018
Q4 		$44.5M Buy
+1,521,875
New +$48M 7.83% 2

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

Executive Wealth Management's SPYM Position: Q4 2024 in Review

Executive Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2% in Q4 2024, buying an estimated $577K and bringing the position to 425,367 shares worth $29.3M. The position accounts for 2.3% of the portfolio, ranked #8.

Executive Wealth Management first reported a position in SPYM in Q4 2018 and has held it in 25 quarters since. The position peaked at $70.1M in Q4 2019. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

  • Executive Wealth Management held 425,367 shares of State Street SPDR Portfolio S&P 500 ETF worth $29.3M as of Q4 2024.
  • Executive Wealth Management bought 8,319 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $577K.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.3% of Executive Wealth Management's portfolio in Q4 2024, its #8 holding.
  • Executive Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 25 quarters since.
  • Executive Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $70.1M in Q4 2019.
  • 1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.