FAIM
SPYM

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

Financial Advocates Investment 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
2025
Q3 		– Sell
-174,230
Closed -$12.7M – 525
2025
Q2 		$12.7M Buy
+174,230
New +$11.7M 1.03% 20
2025
Q1 		– Sell
-159,770
Closed -$11M – 788
2024
Q4 		$11M Buy
159,770
+3,730
+2% +$259K 0.63% 31
2024
Q3 		$10.5M Sell
156,040
-876
-0.6% -$57K 0.6% 35
2024
Q2 		$10M Buy
156,916
+4,047
+3% +$249K 0.62% 28
2024
Q1 		$9.41M Sell
152,869
-55,018
-26% -$3.22M 0.54% 37
2023
Q4 		$13.6M Buy
207,887
+51,300
+33% +$2.69M 0.89% 16
2023
Q3 		$7.85M Sell
156,587
-3,171
-2% -$166K 0.56% 36
2023
Q2 		$8.32M Sell
159,758
-3,419
-2% -$169K 0.59% 30
2023
Q1 		$7.86M Buy
163,177
+2,832
+2% +$133K 0.56% 35
2022
Q4 		$7.21M Buy
160,345
+10,407
+7% +$470K 0.54% 39
2022
Q3 		$6.36M Sell
149,938
-60,563
-29% -$2.83M 0.52% 35
2022
Q2 		$9.33M Buy
210,501
+2,747
+1% +$132K 0.76% 19
2022
Q1 		$11M Sell
207,754
-2,570
-1% -$135K 0.73% 22
2021
Q4 		$11.7M Buy
210,324
+11,264
+6% +$608K 0.74% 19
2021
Q3 		$10M Sell
199,060
-338,268
-63% -$17.5M 0.68% 23
2021
Q2 		$27M Sell
537,328
-51,491
-9% -$2.53M 1.81% 4
2021
Q1 		$27.4M Sell
588,819
-120,302
-17% -$5.46M 1.95% 4
2020
Q4 		$31.2M Buy
709,121
+20,480
+3% +$854K 2.13% 3
2020
Q3 		$27.1M Buy
688,641
+646,708
+1,542% +$25.2M 2.31% 4
2020
Q2 		$1.52M Buy
+41,933
New +$1.44M 0.14% 177

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's SPYM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2025, closing a stake of 174,230 shares — an estimated $12.7M sold.

Financial Advocates Investment Management first reported a position in SPYM in Q2 2020 and held it in 20 quarters. The position peaked at $31.2M in Q4 2020. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 174,230 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $12.7M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and held it in 20 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $31.2M in Q4 2020.
  • 1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.