FCI
SPYM

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

Financial Counselors Inc’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
-73,321
Closed -$4.82M – 455
2025
Q1 		$4.82M Buy
73,321
+175
+0.2% +$12.1K 0.07% 201
2024
Q4 		$5.04M Sell
73,146
-245
-0.3% -$17K 0.07% 196
2024
Q3 		$4.95M Sell
73,391
-75
-0.1% -$4.88K 0.07% 197
2024
Q2 		$4.7M Sell
73,466
-96
-0.1% -$5.91K 0.08% 193
2024
Q1 		$4.53M Buy
73,562
+2,033
+3% +$119K 0.08% 199
2023
Q4 		$4M Sell
71,529
-7,217
-9% -$378K 0.07% 203
2023
Q3 		$3.96M Buy
78,746
+1,145
+1% +$59.9K 0.08% 194
2023
Q2 		$4.04M Hold
77,601
– – 0.08% 192
2023
Q1 		$3.74M Sell
77,601
-1,753
-2% -$82.2K 0.08% 198
2022
Q4 		$3.57M Buy
79,354
+1,762
+2% +$79.6K 0.08% 200
2022
Q3 		$3.26M Sell
77,592
-92
-0.1% -$4.3K 0.08% 196
2022
Q2 		$3.44M Buy
77,684
+184
+0.2% +$8.87K 0.08% 194
2022
Q1 		$4.12M Hold
77,500
– – 0.09% 196
2021
Q4 		$4.33M Sell
77,500
-3,300
-4% -$178K 0.09% 194
2021
Q3 		$4.08M Hold
80,800
– – 0.09% 201
2021
Q2 		$4.07M Sell
80,800
-464
-0.6% -$22.8K 0.09% 199
2021
Q1 		$3.79M Hold
81,264
– – 0.09% 204
2020
Q4 		$3.57M Buy
+81,264
New +$3.39M 0.09% 202

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

Financial Counselors Inc's SPYM Position: Q2 2025 in Review

Financial Counselors Inc sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025, closing a stake of 73,321 shares — an estimated $4.82M sold.

Financial Counselors Inc first reported a position in SPYM in Q4 2020 and held it in 18 quarters. The position peaked at $5.04M in Q4 2024. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • Financial Counselors Inc reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 73,321 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $4.82M.
  • Financial Counselors Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and held it in 18 quarters.
  • Financial Counselors Inc's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.04M in Q4 2024.
  • 1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.