FGC
SPYM

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

Financial Gravity Companies’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 		$182K Buy
+2,509
New +$169K 0.04% 164
2024
Q4 		$147K Sell
2,136
-180
-8% -$12.5K 0.03% 163
2024
Q3 		$156K Buy
+2,316
New +$151K 0.04% 107

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 Gravity Companies's SPYM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025: 2,509 shares worth $182K. The stake represents 0.04% of the portfolio and ranks #164 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPYM as recently as Q4 2024.

Financial Gravity Companies first reported a position in SPYM in Q3 2024 and has held it in 3 quarters since. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • Financial Gravity Companies held 2,509 shares of State Street SPDR Portfolio S&P 500 ETF worth $182K as of Q2 2025.
  • State Street SPDR Portfolio S&P 500 ETF was a new Financial Gravity Companies position in Q2 2025.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Financial Gravity Companies's portfolio in Q2 2025, its #164 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.